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Investment Portfolio Specialists

A tailor-made and personal experience.

Work with us

An experienced team of investment professionals, specialising in constructing portfolios for end-clients including individuals, charities, trusts and corporates.

  • Strategies are built to suit unique needs and goals - one size does not fit all.

  • A personal service grounded in long-term thinking, not built for exit or scale, but for enduring relationships.

  • Cutting edge technology. Online and mobile, provided by P1, our regulated investment management partners.

  • Mutual success - if you win, we win. No "in-house" products. Full transparency.

Our offering

Understanding Needs

Every investment strategy starts with listening. We take time to understand not just financial goals, but values, preferences and what clients want their portfolios to achieve.

Tailored Solutions |

Investment Process

Our process is rooted in discipline and humility. Focused on identifying high quality opportunities at sensible prices, without relying on labels, benchmarks or "in-house" funds.

Informed Decisions |

Portfolio Construction

We construct strategies methodically. Portfolios are clear, considered and cost efficient. Designed to reflect each unique client mandate, not to mimic the market or an index.

Thoughtful Composition |

Contact us

/ Phone

+44 (0) 1832 592818

+44 (0) 1832 592819

/ Post

Office / Annexe 3

The Courthouse

Mill Road

Oundle

Northamptonshire

PE8 4BW

Find us

/ Phone

+44 (0) 1832 592818

+44 (0) 1832 592819

/ Post

Office / Annexe 3

The Courthouse

Mill Road

Oundle

Northamptonshire

PE8 4BW

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