Stockbroker and Investment Manager

We are stockbrokers and investment managers and we give independent investment advice. We manage portfolios which hold individual company shares, investment trusts, unit trusts and OEICs.

We specialise as investment managers and follow a low risk investment philosophy in which preserving gains is a priority. We exercise control through regular and frequent monitoring which we carry out every day for individual shares and weekly for investment funds.

We believe in simple long term security with a core investment objective that the money a client invests today will, in real terms (buying power), have the same value in five, 10 and 20 years as it does today.

We give a bespoke, hands-on investment service from a father and daughter team so that investors receive personal attention from the actual managers of their investments. We don't follow fashion, but work for you with passion to deliver good returns at lower risk.
We can buy and sell shares in UK, in Europe and in the USA and provide an efficient service for clients who deal by telephone.

Our investment services are very relevant for ISAs, pension funds and SIPPs, trusts and individual portfolios of funds and shares.