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We have over 40 years’ experience of helping individuals to manage their wealth - you can trust us to support you at every stage of your journey.
Our Financial Education Service specialises in improving employee engagement and financial wellbeing. With over 45 years' experience, we deliver financial education to the employees of over 200 of the UK's best known organisations.
We have a long history of working and building relationships with legal and accountancy professionals, providing a complete financial planning and investment service for the benefit of mutual clients.
We work with financial advisers across the UK, providing a full investment management service, allowing you to focus on financial advice and wealth planning.
We help charities and their trustees manage their financial resources through our discretionary investment management service. We also engage with charities through our Trustee Leadership Programme and philanthropic service.
We offer actively managed, multi-asset investment solutions, which are designed to nurture and protect your client’s wealth over the longer term.
For over 40 years, we have specialised in managing wealth and providing financial education.
Our thoughts, opinions and insights into the markets, managing money and more.
Powering your income needs throughout retirement with our new approach.