Investment Advisory Services – Efficient, clever and low cost solutions We offer a bespoke investment service which makes available to you many of the tools and techniques previously available only to the world’s largest investors. Our process involves the use of passive, active and hedged strategies and is almost unique in the UK retail advisory sector. Importantly, I use the same process and funds to invest my own money – we really are ‘in the same boat’. Lifestyle Financial Planning – What are you going to do with the rest of your life? And how much will it cost! Our Financial Planning Service tells you where you are now and what you need to do to achieve the lifestyle you want in the future. You can then see what your future looks like, and what action you might need to take to achieve your goals.