A Bit About Us

We are an independent investment management company based in Bath.

Our aim is to provide the highest standard of investment management for private clients, trusts and pensions.

Our success is founded on our open outlook, straightforward approach and clarity of communication with our clients. Exceptional service and uncompromising standards underpin our client relationships.

We are independent. We are not part of any larger investment company and have no products of our own to sell. We therefore have no conflicts of interest. We choose to buy or sell investments purely on their own merits at the timing of our choice.

Our objective is to fulfil the investment objectives of our clients.