Founded in 2008, our head offices are in 1 Royal Exchange, next to the Bank of England and in the heart of the Square Mile in the City of London.
We are fully authorised and regulated by the Financial Conduct Authority. Our FCA number is 479827.
You are 100% protected from us defaulting. We use FCA regulated custodians to hold all clients funds and portfolios.
Most investors are missing golden investment opportunities. Unless you are spending several hours each day looking at the stock market, the chances are that your share portfolio could be growing faster with professional help.
Low interest rates are here to stay. With rising inflation there's never been a better time to take idle cash out of the bank and to make it work for you. The good news is that the stock market has consistently provided better returns for investors than cash.
With a few simple changes, most investors can improve the dividend income and capital growth from their portfolios. They can also pay less tax at the same time by using the right vehicles.
We specialise in doing two simple things, and our goal is to do them better than anybody else....
Increase income via high dividend paying shares
Improve capital appreciation with timely research and analysis
Take advantage of market volatility
Pro-active investment approach designed to beat the market index
We will assess your portfolio and identify the things that are working and what needs to be fixed.
One of our FCA approved investment managers will explain how you can improve your portfolio
You decide whether to implement those changes yourself or with our help
If you want us to help you implement those changes, simply transfer your portfolio from your current advisor to our FCA regulated custodian.
The process takes between 2-3 weeks and we charge no transfer fee to move to us.
You will receive updates and log-in to your new account and we take care of all of the paperwork.
We conduct a Know Your Customer (KYC) questionnaire to really understand your goals so that we can re-build a portfolio that is right for you.
We discuss and agree with you the changes that will help you to reach those objectives most easily.
We implement the agreed changes and pro-actively manage your portfolio to maximise growth and income.