Our people

We have assembled an outstanding team of financial planning and investment management professionals. Our independent ownership model has been fundamental in allowing us to recruit, reward and retain the best people.

Our partners have, on average, more than 20 years’ experience of financial markets, and we are always adding new talent as part of our commitment to building client relationships that will last for generations.

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The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.

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