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With over 200 years' experience, we have created financial security for tens of thousands of people with a wide range of Financial Planning and Investment Management services.

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The US Federal Reserve highlighted projections around economy, inflation & rates

Market moves

Market Moves provides a round-up of the market movements and the global investment outlook for the week beginning 26 September 2022.

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Patrick Farrell, our Chief Investment Officer and Head of Research reflects on market movements from the past week, provides an outlook on the economy more generally, and considers the implications of what is unfolding.

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Latest Insights

Knowledge
Start investing in your future
Beginner investor or self-taught expert, we all could learn a thing or two about the markets. Find ways to make the most of your money and be more invested in your financial future.
Investing in your family's future
Read Clive's story about how he helped Robert start passing on his wealth to his daughter after the birth of his grandchild. Besides passing on his money, he wants to pass on his values about hard work and responsibility.
By Clive Worlock
Director of Private Clients
Article
5 reasons why funds are a great investment shortcut
By Rob Morgan
Spokesperson & Chief Analyst
30 Sep 2022 | 8 min read
Article
BoE intervenes to calm UK bond market
By Garry White
Chief Investment Commentator
30 Sep 2022 | 9 min read

Client care for 200 years

Our principal business remains as it was over 200 years ago, ensuring high-quality and personal service to all our clients.

Our history

Established in 1792, today we are one of the leading UK Wealth Management companies We are investing in our future, embracing technology and innovation and adapting to changes in society at a pace not seen before, we continue to evolve sp we can continue to serve our clients for the next 200 years.

Our people & locations

As a national UK firm, you are never far away from one of our offices. We offer the convenience that comes with being local to you and can meet in our offices, on the phone or somewhere else, such as your home.

Don't just take our word for it

Award winning

We’re proud to be shortlisted and winners of many awards and accolades, as they showcase the value of our esteemed colleagues and the high-quality services we provide by both our industry peers and clients themselves.

View our awards
2022 Best for Customer Service
2022 Lifetime Achievement - Paul Abberley
2022 Gold DFM Service

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