The first driving vision behind our business remains as powerful today as it was eighteen years ago.  It is to house ‘under one roof’ all the different strands of expertise that individuals and families need to run their personal money affairs successfully. 

In the old days, solicitors, accountants and stockbrokers built professional boundaries around what each of them could do for their clients.  Clients had to move around from one to the other, always checking whether each was up to date with the other.  Nobody necessarily saw the whole picture.

We have set out to break that mould from the beginning.   We believe passionately that our best contribution to managing wealth comes when we can see the whole picture and help you to shape it.  For us, it means bringing together effectively the skills of our different experts in investment markets, tax, pensions, trusts or inheritance planning.  We like working as teams and best of all we like working with clients as part of our teams.