Intermediaries

Many clients come to us on the recommendation of a trusted adviser and we are used to working in partnership with a wide range of professional intermediaries.

We pride ourselves on our investment management and client service expertise and believe that financial planning is best carried out by truly independent advisers able to recommend the best solution for each client.

Our reputation with professional intermediaries is founded on the long standing relationships we have established with local and regional firms of accountants, solicitors, tax advisers and IFAs. All appreciate the benefits that a skilled discretionary investment manager can bring to their business, not only taking personal responsibility for investment decisions but also keeping both client and intermediary informed of progress.