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

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

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.

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 smartersuccess^TM service.

We believe that our smartersuccess^TM 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.

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.