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Investment Management

The expertise of our investment managers lies in creating and managing bespoke investment portfolios rather than the application of house models, in-house buy-lists or in-house funds, which have become more prevalent amongst investment management providers. This includes ensuring that all portfolios are managed in accordance with the underlying client’s investment objectives and ensuring suitability to the level risk to which they are exposed. The firm’s investment managers also liaise directly with their own clients.

The firm’s investment managers comprise of self-employed associates and franchisees alongside employed staff.


If you are an experienced investment manager looking to establish a new office or join one of our existing locations, and you share our vision for client relationships – getting to know your clients well, tailoring our services to the needs of individuals and their families – we are interested to hear from you. Compliance with industry standard procedures of client care and suitability is vital, but you’ll have the flexibility in how you develop your business.

Please email or click the button below with details of your current work status, experience and a convenient time for further details and discussion.


Investment Manager - Hereford
Closing Date - 30/06/2021
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Performance and Risk Manager
Closing Date - 07/09/2021
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Operations Student Placement (12 months)
Closing Date - 04/07/2021
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Operations Project Support Administrator
Closing Date - 11/07/2021
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Operations Administrator
Closing Date - 25/08/2021
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Student Operations Project Summer Opportunities
Closing Date - 04/07/2021
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0113 243 6941
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Continuing our Personal Service: View our Latest COVID-19 Update: 11th June 2021
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