We believe that our success can be attributed to a number of key things: trust, integrity, discretion, reputation and performance.

Underpinning all of this is an outstanding team of individuals based in our central Manchester Office. The team comprises five client facing Financial Advisers supported by a growing team of paraplanners many of whom are qualified to Diploma and Chartered level, together with an experienced administrative support staff. We conduct our own investment research based on a long standing programme of in-house analysis and fund manager meetings, which is co-ordinated by our Chief Investment Officer, Chris Davis. This requires a great deal of commitment and hard work and we are proud of our investment track record.