We have enjoyed a long and successful track record of working in partnership with our clients’ Independent Financial Advisers. Our aim is to ensure a smooth and professional working relationship – with your client at the core.

We believe we can add value to that primary relationship between you and your client, through the inclusion of our expertise in discretionary investment management in the overall financial proposition.

We will assist you with access to dedicated reporting tools, secure online access to portfolio information, contractual agreements, data export tools and an efficient system for payment of your fees direct to your account.

We can also lift some of the regulatory and administrative and reporting burden from you, and provide a safe and secure process for safeguarding and custody of your clients’ assets.

We will ensure that you are kept fully informed and enjoy easy access to our teams, who will the sole point of contact for all enquiries from you and your clients.