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London Office No.1 Kingsway London WC2B 6AN +44 020 7045 1320
Tunbridge Wells Office 77 Mount Ephraim Tunbridge Wells Kent TN4 8BS +44 01892 701803
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Let us help you to visualise your financial journey, plan for what you need, and understand what you can afford.

Speak to us about wealth advice and planning to suit your changing needs throughout your lifetime.

Let us help you to grow, protect, access, and pass on your wealth.

Explore our wealth solutions below.

Wealth planning

A central hub for all of your financial advice needs with a range of services including investment, tax efficient savings, protection insurance, and estate planning. You can choose the level of advice that suits you.

Wealth planning

Investing for your future

Using our range of global multi asset funds, we can help you to create the best investment portfolio for you, finding a balance between the financial returns you hope to make and the level of risk you are willing to take.

Investing for your future

Planning for your retirement

The earlier you start your retirement plan the better. And the process doesn’t have to be difficult or take a long time. Let us help you to find what you need to make your retirement as simple and stress-free as possible.

Planning for your retirement

Passing on your wealth

Lack of preparation can be a key reason for the loss of wealth between generations. Let our specialists in multi-generational estate planning help you and your family to transition wealth to the next generation.

Passing on your wealth

Keep up to date with our latest insights and reports

Discover our latest views on markets and economics. Explore topics from holiday property taxes to upcoming political events. Browse our brochure and flagship Wealth Survey. Check in on markets every Monday with our Weekly Bulletin.

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Sustainable Investment Policy

We have a range of Sustainable funds which have a specific remit, read our Sustainable Investment Policy to learn more.


Find out more about working for us

Stay alert for fraud

For advice on how to spot and protect yourself against fraud and advice from the Financial Conduct Authority

Value Assessment Report 2023

Read our annual report assessing the overall value our funds offer to investors