Who we help
Professional advisers
We work alongside solicitors, accountants and independent financial advisers, supporting your client relationship rather than competing with it.
A clear division of roles
You retain the client relationship and the advice. We provide discretionary investment management and reporting under an agreed mandate.
Court of Protection and trusts
Experience managing deputyship, personal injury and trust portfolios, with reporting formats built for those requirements.
Responsive support
Named contacts, direct telephone access and turnaround commitments on valuations, cash raising and reporting.
Working with your clients
Joint meetings, plain-English documentation and no cross-selling of services that sit within your remit.