Located on Park Place in the thriving business district of Leeds, we are a short walk from Leeds Central Station. We have had an office in Leeds since 2002 as we look to become Yorkshire’s leading private client investment management firms. Eight investment managers manage and administer investment portfolios on behalf of private clients, charities and trusts via our personalised approach to portfolio management.
As investment specialists, we focus on managing investment portfolios across a range of structures, including Pensions (SIPPs & SSASs), ISAs, Trusts and Offshore Bonds. We work closely with third party advisers including Independent Financial Advisers, who can help our clients determine how best to structure their investment portfolios.
Branch head: Andrew Aitken