our approach

“While many may come to us because of the prestige and heritage of our name, they stay, because we are different. And it matters.”

Andy Steel, CEO

INCENTIVISED TO COLLABORATE – We are remunerated based on client satisfaction and team performance – not purely on assets under management. This fosters inter-team partnership and always drives us to a deliver above and beyond. Our equity ownership model means employees have bought into, and benefit from, the long-term success of the business – we’re all encouraged to share ideas that move the needle for our clients and the partnership.

INTEGRATED OFFERING – We are one team made up of different experts, so clients gain from a frictionless transition between investment and planning. We are a business that provides whatever advice you need, at whatever time you might need it – all housed under one roof.

GOOD IDEAS CAN COME FROM ANYONE – We strive to make our hierarchy as flat as possible believing that this helps good ideas to gain traction and be implemented quickly in all client portfolios.

ONE INVESTMENT PHILOSOPHY – Clients receive  investment services tailored to their needs, whilst also gaining from the expertise of the business as a whole, not just that of individual advisers. This is why our numbers are consistently good.

INVESTING ALONGSIDE YOU – Unlike most other wealth managers, we believe in our approach and client success so much that we invest our own funds alongside our clients.

LIMIT ON CLIENTS – We limit the number of clients each of our advisers can take in order that maximum time and effort can be devoted to ensuring the quality of client service.

MATCHING YOU WITH THE RIGHT PERSON – We take enormous trouble to consider who in the business is best placed to offer the right kind of advice for you over the long term, meaning relationships are formed with the right individuals from day one.