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Individuals, families and their offices

Building better futures for individuals, families and their offices with expert wealth planning and investment solutions tailored to the unique needs of our clients.

Who we help

We support a diverse range of individuals from entrepreneurs and professional partners looking to optimise their financial planning strategy, to families and their offices who benefit from our institutional investment advice.

Independent with solutions from the whole of market 
Powered by £300bn of institutional assets under advice or management
Industry leading investment advice and portfolio management services 
£3bn+ individual and family wealth under advice or management

Explore our services

While it is possible to access our services individually, we take an integrated approach to managing your wealth, giving you reassurance across all aspects of wealth management. 

An expert team, with offices across the UK, helping clients achieve their financial goals. 

Our experts

Connect with our experts to start your wealth journey for you and your family.

Rob Agnew

Rob Agnew

Partner & Head of Private Capital

Mark Campbell

Mark Campbell

Head of Wealth Proposition

Ben Allen

Ben Allen

National Consultancy Manager

We would love to hear from you.