WHAT WE DO

Generally speaking, the world of investments is dominated by the big players and high street banks: personal service, and with it strict confidentiality, is largely a thing of the past.

Against this background of automated telephone answering menus, AI, chat-bots and impersonal service, we take pride in maintaining a friendly and accessible, yet discreet and confidential, approach when conducting business. We do not employ a sales force and all clients are looked after by their individual contact at director level.

Our main objective has always been to build long-term relationships with our clients and we have achieved this by providing an excellent service in terms of professionalism, efficient administration and above average investment returns.