"Often our clients have complex family structures which need to be considered when looking at their overall investment objectives."
Gerald Rothwell, Investment Director

Our portfolio managers have a long tradition of working closely with families and their advisers to implement investment planning for trusts and future generations.

We work closely with a number of the leading SIPP providers, and have extensive experience in the investment of private client and company pensions, both on a discretionary and advisory basis.

We place particular importance on the management of income drawdown, and its implications in terms of individual client risk profiles given the age and income requirements of clients.