Whether you are an experienced investor or one investing for the first time, managing your wealth effectively requires commitment and expertise.

For those who wish to have professional support when managing their money, we offer both Advisory and Discretionary Investment Management throughout Leicester and surrounding areas. We utilise leading custodian bank and investment institutions, whilst maintaining all investment decisions in house.

We provide financial advice to Individuals, Companies, Pension schemes (including SIPP & SSAS), Trusts and Charities. Our Financial Planning and Investment Teams work together to create wealth management solutions for those seeking capital growth, investing for income or looking to protect wealth for future generations.