Financial advisers

As a financial adviser, you always have your clients’ best interests at heart. We help you to protect those interests.

  • Our starting point is learning about your business requirements.
  • We work in partnership with you. Together, we can help each other’s business grow – each of us focusing on what we do best, delivering an excellent service to clients.
  • Being owner-managed makes us nimble and flexible enough to adapt our broad range of services to suit your wider client investment needs.
  • Your clients remain yours. Having a financial planning business within the group means we understand the issues you and your clients face, but it is a separate function.
  • Our portfolio managers have on average over 20 years’ experience and are supported by our partnership with the award-winning specialist investment boutique, J O Hambro Capital Management.

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