our approach

“While many may come to us because of the prestige and heritage of our name, they stay, because we are different. And it matters.”

Andy Steel, CEO

INCENTIVISED TO COLLABORATE – We are remunerated based on holistic client satisfaction and team performance – not purely on AUM. This fosters inter-team collaboration and drives us to always deliver above and beyond. Our equity ownership model means employees are bought into, and benefit from, the long-term success of the business – we’re all encouraged to share ideas that move the needle for our clients and the Partnership.

INTEGRATED OFFERING –We are one team made up of different experts, so clients gain from a frictionless transition between investment and planning. We are a business that provides whatever advice you need, at whatever time you might need it – all housed under one roof.

GOOD IDEAS CAN COME FROM ANYONE – We strive to make our hierarchy as flat as it can be. We believe that this helps good ideas to gain traction and be implemented quickly for the convenience of all clients. It also means that you benefit from the best ideas.

ONE INVESTMENT PHILOSOPHY – Clients receive bespoke investment services tailored to their needs, whilst also gaining from the expertise of the business as a whole, not just that of individual advisors. This is why our numbers are consistently better than the competition.

INVESTING ALONGSIDE YOU – Unlike most other wealth managers, we believe in our approach & client success so much that we invest our own funds alongside our clients.

CAP ON CLIENTS – We cap the number of clients each of our advisors can take on to ensure quality of client service.

MATCHING YOU WITH THE RIGHT PERSON – We take the time to consider who in the business is best placed to offer the right kind of advice for you over the long term, meaning relationships are formed with the right individuals from day one.