Your Wealth Manager is able to offer you a comprehensive range of investment and financial planning services.

We support the Thames Valley area, but regularly travel further afield.

Whatever your investment needs we aim to provide a service that is tailored to you, and at a price you can afford.

Investing for You …

Our clients typically have a minimum of £100,000 to invest and want to enjoy life rather than spending all day looking after or worrying about their investments.  Most do not have the time to keep up to date in the ever changing investment world.

We have a reputation for delivering above market performance over the long term and our clients trust us and remain with us; many have been with us more than 25 years.

Pensions for You …

Our clients typically have a minimum of £100,000 in one or more pension plans.  Our aim is to provide pre-retirement planning and advice on annuities or other income options to make your pension and lump sum work for individual lifestyles.

Risk & Reward …

In most investment and financial planning management decisions, our aim is to provide strong growth at lower risk than the FTSE.  We cannot protect all investments from periods of decline, but our investment decisions are driven by considering investments that have historically protected against significant downside and have a history of early or strong recovery.

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Our Terms and Conditions …

Client Agreement