What we offerManaging your wealth is about more than successful investing. Each person’s requirements are different and you may need only specific services from us, but in most cases, our clients approach us for help on planning and implementing a strategy that can meet their wider goals.
We take the time to get to know your circumstances, priorities and ambitions. We use our long-standing experience and expertise to choose the investment strategy best able to deliver continued prosperity, responsibly and securely.
Banking and lending
As a bank regulated by the UK Prudential Regulation Authority, our highly experienced treasury and banking team is able to offer our clients a range of quality banking services to complement our planning and portfolio management services.
Discretionary Fund Management (DFM)
We work in partnership with financial advisers to develop and implement tailored portfolios for their clients. Our business is built on trust, something we have developed whilst working in partnership with advisers for over a decade.
To discuss your wealth management requirements, or to find out more about our services, please contact us below.