How we are different
Established in 1875, we believe that our traditional values, based on a high level of customer service, professionalism and integrity, continue to be relevant today.
We ensure that your specific individual needs are central to the entire investment management process when creating and managing your portfolio. As such, our expertise is in the whole of the stock market, whereas some other providers may be restricted to house models, in-house buy-lists or in-house funds. With no such constraints placed upon our investment managers, we can ensure that the portfolio and service we provide is tailored with only you in mind. The result is that we create, advise and manage individually tailored portfolios that are designed to achieve your investment objectives and timescales.
Our Net Promoter Score is a measure of clients likely to recommend our Discretionary Managed Service.
As at 13th July 2021, out of 1,157 client responses our score is currently 81%