We are an independent investment manager authorised and regulated by the Financial Conduct Authority. We are a member of the London Stock Exchange and the Wealth Management Association and we offer a range of investment services to private individuals, trusts, charities, pension funds and corporate clients. These services include dealing and advisory accounts as well as bespoke discretionary portfolio management and an AIM inheritance tax portfolio service. We also operate a tax efficient Stocks & Shares ISA together with the junior version and we can advise beneficiaries on the Additional Permitted Subscription. We work closely with solicitors and accountants and can advise and manage portfolios on behalf of trustees and attorneys. We also provide a comprehensive deceased estate service for individuals and the legal profession .