We’ve taken time to build what we believe is a professional and robust investment proposition. We realise that we cannot be experts in all areas, which is why we’ve teamed up with some outstanding organisations to ensure our clients get the best possible advice.

• Compliance & Business Support - Paradigm Partners LLP
• Research & portfolio monitoring - Morningstar
• Asset Allocation Strategy - Ibbotson Associates
• Managed fund research - Obsr
• Wrap/platform management services - Nucleus & Transact

Underlying Investment Strategy

Model Portfolios

We offer a range of 5 risk rated model portfolios. These portfolios can be managed on a Passive or Active basis (or a combination of the two styles i.e. core/satellite approach).

Income - Cautious - Balanced - Active - Aggressive

Full Discretionary Service

For clients that require a more bespoke approach we can offer access to a number of discretionary fund managers.