Build your wealth with confidence.

Whatever your financial goal, we want to help you achieve it. Align your finances with the things that matter most to you, with one of the UK’s leading independent wealth managers.

How we can help

Whether you have a particular challenge you need solving, or are looking for ongoing, dependable support, our experts have you covered.

Preparing for the future

Planning for retirement Retiring early Exiting your business Passing on your wealth

Growing and protecting your money

Grow your wealth Minimising tax Managing inherited wealth Exploit lump sum or bonus

Coping with difficult times

Divorce Ill-health Bereavement Personal injury settlement

Who we help

Our clients come to us with a range of different challenges, backgrounds and lifestyles. You can be confident we have the experience to exceed your expectations.

Families

Nurture the next generation, whether you’re passing on, investing or setting aside your wealth.

Individuals

Take a truly personal approach to your wealth, with a plan that’s tailored specifically to you.

Business owners

Discover the best way to protect your personal and business financial interests.

High income earners

Trust your wealth with experts who’ve spent decades working with high-net-worth individuals.

Committed to our clients

Your needs and aspirations are our top priority, which is why we’re set up to support you any way we can.

92%

client satisfaction

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£37.2bn

assets under management / administration*

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_{*as at 31 March 2025}

5 star

defaqto rating

What’s defaqto?

16

offices to support you

Find our offices

325+

client-facing professional advisers