Our focus on clients has endured since our origins in 1792, a heritage that has helped to make us one of the UK’s leading wealth management firms. Having retained the long-term advantages of being independently owned, our interests lie with you and not others. Building our business on experience and quality service, there are now more than 800 of us working across over 20 locations in the UK.
We take on each client’s financial goals and work with them to realise these, applying technological expertise and deep market insight, founded on genuine personal relationships. Working with individual investors, charity and pension trustees, financial advisers and institutions, we have created financial security for many tens of thousands of people, and currently manage and administer in excess of £24 billion.