We are independent in that we have no ties to sell the products of a particular firm. In our opinion, advisers that are part of a larger firm or whose rewards depend indirectly on fees for selling to you, may have interests that conflict with yours.
It’s about you
We seek to build a long term relationship with our clients. We do this by staying in touch and focusing on your personal requirements and preferences.
Custody of client assets
Custody facilities are provided by Third Platform Services, a division of Third Financial. Third Financial provide market-leading Investment Management Software to the financial services industry.