We’re proud of our local heritage. For over two decades we have worked alongside Thorntons Solictors to provide the very best professional advice to our community. Since separating from the law firm in 2014, our business has grown from managing the investment portfolios of private clients, to offering discretionary and institutional financial management. What remains constant is our commitment to personal service and our calm and considered approach to help you make the most of your money. Your financial security is important to us.