We employ over 400 staff throughout our Aberdeen, Buckingham, Glasgow, Leicester, London, Newmarket and Preston offices, administer 6000 clients and hold over £6 billion of assets under management, administration and advice.
By building long-term client relationships, our aim is to provide trusted advice, high service standards and personalised delivery.
With a clear and focused business strategy, we provide integrated wealth management services, incorporating pension consultancy with a strong focus on self-investment and employee benefits.
Our wealth management services embrace pensions and personal investment, coupled with estate planning.