what we do
Integrated Wealth Management
Our award-winning integrated wealth management service combines ongoing financial planning with flexible and responsive investment management. We have built a dynamic service based on the personal relationship between our clients, their portfolio manager and their financial planner.
investment management services
Our investment management service is designed to cater for a wide variety of clients, with specific needs. For all, we have achieved results that consistently outperformed the competition year-on-year and won numerous awards along the way.
Investment
insights
Take a look at our latest in depth thinking on the markets and trends that are shaping them.
Discover More
May investment update
Market Commentary 1st Quarter 2023
Market Commentary 4th Quarter 2022
Patrick Trueman assesses the big picture for the economy heading into 2023
Market Commentary 3rd Quarter 2022
Market Commentary 2nd Quarter 2022
JH&P appoints two new partners and builds out Leeds office
Too good to be true? The six warning signs of investment scams
March investment update
February investment update
