Set within the stunning grounds of historic New Lodge and less than 10 minutes from the town centre our Windsor branch provides a full range of services from bespoke Investment Management (Advisory and Discretionary Portfolio Management) to Execution-Only share dealing.

The services are provided to a broad range of clients, from private individuals through to trusts and charities and intermediaries such as solicitors, accountants and IFAs. Traditional in approach, the branch provides a warm and friendly service as well as ample car parking facilities for visiting clients - a rarity in Windsor!