Head Office
Address
40 Charlotte SquareEdinburghEH2 4HQ
Service Types
Discretionary ServicesFirm Overview
We are an established owner-managed investment boutique, with sound research and analysis behind every investment selection, we create customised portfolios centred around your specific needs, circumstances and investment goals, which are designed to reflect the specific attitude to risk you may have – whether you are investing as a private individual, a trust, charity, partnership or other corporate entity.That is why we offer a range of risk-adjusted portfolios and also specialist solutions - where a particular focus is the best fit to your objectives. Access to our investment offerings is available across tax wrappers that include General Investment Accounts, SIPPs, ISAs and Offshore Bonds.
As discretionary investment managers, we always look to complement any wider financial planning your professional adviser may be undertaking.
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40 Charlotte Square Edinburgh EH2 4HQ