Clients seek our advice on several areas including investing for capital growth and income, building a diversified portfolio, and tax-efficient investing, including pensions, ISAs, and other tax wrappers. We appreciate that each client’s needs, priorities, and life stages are different. When it comes to investments, we consider all these factors, alongside your attitude to risk.

“One of the most dangerous phrases for an investment manager is “This time is different”, which has proved wrong on almost every occasion that it has been used. However, we also have to live with “Past performance is no guide to the future” and reconciling the two is never easy.”

John Dalton, Consultant

Should you wish to get in touch and organise a first meeting to discuss your investment management needs and goals, please contact us by telephone on +44(0)20 7100 3667 or by email at

The value of investments may fall as well as rise and you may not get back what you put in.

VCTs (Venture Capital Trusts) and EIS (Enterprise Investment Schemes) are very high-risk investments and you may lose your capital. The tax treatment of these investments depends on your individual circumstances and may be subject to change in future. These products are not suited to everyone and individual advice should be sought before investing.