Bespoke portfolio management

For many, the goal is simple: to make the most of their money. That’s why our bespoke portfolio management service is designed to do more than just manage your portfolio - it’s built around a deep understanding of who you are, what you value, and where you want to go.

Personalised portfolio management, built around you.

We don’t just invest on your behalf — we take the time to get to know you first. Before any recommendations are made, your dedicated Portfolio Manager will work closely with you to understand your ambitions, your attitude to risk, and your investment time horizon.

How we support you

• Truly bespoke portfolio management
  Your portfolio will be carefully designed to reflect your unique circumstances, goals, and risk appetite. Whether you’re looking to grow your wealth, generate income, or preserve capital for future generations, we tailor our approach to suit your needs.

• Direct access to your Portfolio Manager
  You’ll always be able to speak directly to the person responsible for managing your investments. We believe in building long-term relationships based on transparency, trust and ongoing communication.

• Local presence, national coverage
  With offices in London and South Wales, your Portfolio Manager is available in person, over the phone or via our secure client portal — whichever suits you best.

• Responsibly aligned to your values
  Whilst all of our portfolios taken into account Environmental, Social & Governance factors, we can construct portfolios aligned with your personal values. We’re also able to retain cherished or legacy holdings where appropriate.

• Tax-efficient strategies
  We’ll help you take advantage of available tax allowances and utilise appropriate tax-efficient wrappers such as ISAs and SIPPs, working to maximise the efficiency of your investments.

• Ongoing support and regular reviews
  Your Portfolio Manager will proactively review your portfolio to ensure it remains aligned with your goals and the wider market environment. Adjustments are made when needed, so you can feel confident your money is always working hard for you.

Is our service right for you?

We typically provide bespoke investment management to clients with £80,000 or more in investable assets. If you value personal service, tailored advice and direct access to a dedicated professional, we’d be pleased to support you on your financial journey.