Trusted partner. For expert advisers.
We’ve been working with advisers for generations, providing expertise, reassurance and long-term partnership. So, when your clients turn to you, you know you can turn to us.
Whether you’re a lawyer, accountant or consultant, we can provide expert advice in the most complex financial matters, and an active partnership in achieving your client’s goals.
We respect the trust you’ve worked hard to build with your clients. Supporting you in helping secure your clients’ financial future is a responsibility we take very seriously. From the outset, we’ll work in a way that is right for you.
We offer you the same levels of care, diligence and accountability that you offer your clients. And even though we support financial needs, across broad requirements, we appreciate that our performance is a reflection on the choice you’ve made. Providing an exceptional level of service, tailored to individual circumstances is how we build trust, and form lasting relationships.
If you’re looking for help in the financial affairs of individuals, families, entrepreneurs, divorcees, resident non-domiciled clients – and more – we can promise you a service that is truly end to end.
HOW CAN WE HELP YOU?
FINANCIAL PLANNING
INVESTMENT AND WEALTH MANAGEMENT
RESPONSIBLE INVESTMENT
TRUST AND TAX SERVICES
SPECIALIST TAX PORTFOLIO SERVICE
Our Clients
PI COP
INVESTMENT APPROACH
We aim to provide an end-to-end service, working with our professional advisers. Having identified a practitioner’s client needs and agreed a broad approach, our investment manager will use their professional expertise to construct a portfolio, carefully chosen to match the client’s objectives and manage it day to day.
OUR TEAM
Investment Insights
Review of the week: Yields up, pound down
UK government bonds are under pressure, sending borrowing costs rocketing once again. But it’s not only Britain that’s affected, and it mostly stems from across the Atlantic.
5 mins
Investment Insights Q1 2025: Getting ready for Trump’s second act
Events in the US continue to shape the global economy and financial markets, reinforcing the country’s outsized influence. Throughout this edition, we examine the domino effects of key developments across the Atlantic and explore their implications for investors everywhere.
1 min
Review of the week: Back on the Carousel
After a solid year for investors, albeit with jarring moments and a pervasive uncertainty, what does 2025 have in store?
5 mins
Planning around the budget
Olly Cheng, financial planning director at Rathbones Financial Planning and Rob Pullen, tax partner at RSM discuss how the changes to reliefs, allowances and tax rates might be mitigated considering different client scenarios.
1 min