We offer the most individually focused wealth management. Our discretionary and stockbroking services are for investors who have specific investment requirements or preferences, or who want to delegate control of their investments.a dedicated Investment Manager will work with you to create a bespoke portfolio matched to your individual needs and will manage it for you on a discretionary basis. Our discretionary portfolios provide you with access to a wide range of assets for investment, including direct equities, and are designed to meet your individual requirements.

Through our stockbroking services, we offer advice on individual investments, including direct equities, but you continue to manage your own portfolio. On the other hand, if you know exactly what you want to buy and sell, our stockbroking team can provide a straightforward dealing service. Both our discretionary and stockbroking services enable you to bring across assets you may already hold with other providers, including cherished holdings. It gives you the convenience of having all your assets In one place, coupled with a more personalised and dedicated approach to looking after your portfolio.