Passion

We are passionate about good investing, because it makes a real difference to peoples’ lives.

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Essence

Our business is built on intellectual rigour, independent insight and challenge, and hands-on, practical support to our clients.

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Community

We work – on an ongoing basis – with over 60 leading, award-winning financial planning firms around the UK, who are responsible for over £10 billion of client assets in aggregate, managed in systematic investment portfolios.

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Service

We build bespoke centralised investment propositions for our client firms, provide ongoing governance oversight and deliver a rolling programme of client communication and education. We call this our smartersuccessTM service.

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Outcomes

We believe that our smartersuccessTM service creates a level of quiet – but not complacent – confidence in our client firms, who fully understand and believe in the investment advice that they deliver to their clients.

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Team

As a team, we work hard and try to go ‘the extra mile’. We genuinely enjoy working with the clients that we have. We fully understand the obligations on our shoulders to do a good job, as the decisions our clients make have very real impacts on the lives of their clients and their families. 

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