Effortless investing
Expertly managed
1973
Founded
£110m+
Assets managed
120+
Families served
50+
Years of service
Professional investing made accessible
Combining decades of wealth management expertise with modern technology to make professional investing available to everyone.
Total Portfolio Value
£47,250
This Year
+8.4%
ISA
£20,000
SIPP
£25,000
GIA
£2,250
Growth Portfolio
+12.8% this year
Expert-Managed Portfolios
Our investment team carefully selects and monitors funds to build diversified portfolios suited to different risk appetites.
Tax-Efficient Wrappers
Make the most of your allowances with our ISA, SIPP, and GIA options. Maximise your returns with tax-smart investing.
Transparent Fees
Clear, straightforward pricing with no hidden charges, no exit fees, no nasty surprises. What you see is what you pay.
Regular Rebalancing
We automatically rebalance your portfolio to maintain your chosen asset allocation as markets move.
Secure & Regulated
FCA regulated with FSCS protection — up to £85,000 for investments and £120,000 for deposits. Your money is held securely with institutional-grade custody.
Part of Montgomery Associates
Part of Montgomery Associates, helping families build wealth for over 50 years.
Choose your portfolio
Three expertly managed portfolios designed to match different risk appetites. All actively managed by our investment team.
Cautious MPS
Designed for modest growth over the medium to long term. The portfolio is constructed to manage risk carefully, with a focus on stability and reduced volatility.
- Lower volatility than market average
- 28% allocation to bonds for stability
- Quarterly rebalancing by investment committee
Moderate MPS
Designed to deliver a blend of capital growth over the medium-to-long term. We seek to mitigate volatility through a diversified portfolio of closed and open-ended funds.
- Balanced risk/reward profile
- 67% equity allocation for growth
- Diversified across asset classes
Growth MPS
Designed to achieve long-term capital growth over a medium-to-long-term horizon. We seek to mitigate volatility through a diversified portfolio of closed and open-ended funds.
- Highest growth potential
- 83% equity allocation
- Global diversification
Choose your investment account
Tax-efficient wrappers to suit your goals. Mix and match to maximise your allowances.
From our family to yours
Part of Montgomery Associates, helping families build wealth for over 50 years.
"Your efficiency and exemplary customer service have not gone unnoticed."
Solicitor administering client estate
Client, 2024
"I have always felt able to pick up the phone to you and discuss whatever may be of concern which has been of huge benefit. Trust cannot be overstated. Thank you."
Client since 1974
Client
"You have turned a trick that is rarely accomplished so successfully in family businesses in introducing, guiding and supporting the next generation of management, owners and leadership."
Client spanning three generations
Client
"I have greatly appreciated all the work that you have done for us over many years and all the support you have given us. We were all very grateful that the money was in such good hands. Dominic was exceptionally kind and supportive."
Clients spanning two generations
Client
FCA
Regulated
FSCS
Protected
PIMFA
Member