Building wealth with confidence

Whatever your clients' financial goal, we want to help them achieve it. Aligning their finances with the things that matter most, through one of the UK’s leading independent wealth managers.

How we can help

Whether your client wants help solving a particular challenge or they’re looking for ongoing dependable support, our experts have it covered.

Preparing for the future

Planning for retirement Retiring early Exiting a business Passing on wealth

Growing and protecting wealth

Growing wealth Minimising tax Managing inherited wealth Exploit lump sum or bonus

Coping with difficult times

Divorce Ill-health Bereavement Personal injury settlement

Who we help

Clients come to us with a range of different challenges, backgrounds and lifestyles. You can be confident we have the experience to exceed your clients' expectations.

Families

We can help your clients nurture the next generation with our wealth management services.

Individuals

Take a truly personal approach to your clients' wealth, with investing that’s tailored specifically to them.

Business owners

Discover the best way to protect your clients' business financial interests.

High income earners

You can trust your clients' wealth with experts who’ve spent decades working with high-net-worth individuals.

Committed to our clients

Your client's needs are our top priority, which is why we’re set up to support in any way we can.

92%

client satisfaction

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£35.9bn

assets under management / administration

See our services

5 star

defaqto rating

What’s defaqto?

16

client support offices

Find our offices

325+

client-facing professional advisers