Free Wealth Check

Make your money work harder for you.

It may be a cliché, but are you making your money work for you? Our aim is to nurture your plans and not only preserve your wealth but increase it as well.

Does the management of your assets currently meet expectations in terms of return and risk?

Are your returns acceptable in relation to the risk your investments contain?

You may even be considering or in the process of selling your business.

Whatever your situation, we invite you to a free, no obligation 30-minute wealth check with one of our qualified and highly-experienced investment managers.

To us, wealth management is about getting to know each client as an individual. We will review your current investments, portfolio strategies and suggest possible investment opportunities.

We will then create a unique plan based on your individual circumstances and put it into action for your benefit.

Providing a discretionary management service, we will relieve you of the burden of making day-to-day decisions on your investment portfolio.

To book your free, no obligation appointment please call +44 (0)1624 623884 or email