You are probably using an older version of Internet Explorer. The pages on this website will not work correctly with this version.
Please download an up-to-date version so that you can view the pages.
We are an independent stockbroker and investment manager authorised and regulated by the Financial Conduct Authority. We offer a range of investment services to private individuals, trusts, charities, pension funds and corporate clients.
We specialise in blue chip equities, fixed interest bonds and collective investment funds and provide personal advice and stockbroking facilities as well as bespoke discretionary portfolio management. We also offer a stocks and shares Individual Savings Account (ISA) as well as Junior ISAs for your children or grandchildren. We can also advise on the ISA Additional Permitted Subscription (APS).
We work closely with other professional parties such as trustees, solicitors and accountants advising on and managing portfolios for trusts and personal pensions as well as providing probate valuations.
We believe that every client is an individual and whether you wish to undertake a straightforward transaction or have a lump sum to invest for the longer term, we look forward to being of assistance and to working with you to achieve your financial objectives.