Market outlookScroll to explore
Performance you can check for yourself
Our trading account is tracked on Myfxbook, which reads results directly from the broker rather than relying on figures we report ourselves.
- Total gain
- +40.1%
- Monthly average
- +1.41%
- Maximum drawdown
- 6.8%
- Winning trades
- 64%
- Profit factor
- 1.87
- Trades
- 1,284
Cumulative gain
October 2024 to September 2026View on Myfxbook
Everything your wealth needs, under one roof
Most clients come to us for one thing and stay for the rest. Planning, investment, tax and family matters are handled by one team, working from one plan.
Financial planning
A written plan for everything you want your money to do, with cashflow modelling that shows what is possible, and when.
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Investment management
Discretionary portfolios built from your plan outwards, run by our own investment team and reported in plain English.
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Tax, trusts & estates
Inheritance, gifting and trust planning, coordinated with your solicitor and accountant so nothing falls between desks.
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Family office services
Consolidated reporting, governance and administration for families whose affairs span entities, properties and generations.
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Our philosophy
Wealth takes a lifetime to build and a single season to lose. Everything we do begins there.
A relationship built in four considered steps
There is no sales process and no product to sell you. Just a clear route from a first conversation to a plan you can rely on, and the same people beside you after that.
An unhurried first conversation
We begin with you rather than your portfolio: what you have built, who depends on it and what you want it to make possible.
Complimentary, with no obligation
Your plan, in writing
We model your finances across the decades ahead, test them against poor markets and long lives, and agree the few decisions that matter most.
Typically within four weeks
A portfolio built around the plan
Your money is invested to the plan’s timescales, with what you cannot afford to lose protected first.
Discretionary or advisory
Stewardship, for the long run
Regular reviews, clear reporting on costs and returns, and a named adviser who picks up the phone when you call.
For as long as you need us
The Growth portfolio, anchored in precious metals
A concentrated strategic allocation built around precious metals and a meaningful cash reserve, then adjusted for your tax position, income needs and existing holdings.
Strategic allocation
Objective
Grow wealth over the long term through a core holding in precious metals, with cash kept on hand for flexibility.
Risk indicator
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Lower riskHigher risk
Asset allocation
| Asset class | Target | Permitted range |
|---|---|---|
| Precious metals | 70% | 65–75% |
| Cash | 20% | 15–25% |
| Global equities | 5% | 0–10% |
| Alternatives | 5% | 0–10% |
Illustrative strategic allocation, shown for discussion only. Your portfolio is built around your own circumstances. The value of investments can fall as well as rise and you may get back less than you invest.
Four promises, in writing
Trust is earned slowly. These are the standards we hold ourselves to, and the ones you can hold us to.
One named adviser
A senior adviser who knows your affairs in full, and stays with you for as long as you are a client.
Fees in pounds and pence
Every cost shown as an amount as well as a percentage, every year, with nothing buried in the small print.
No products of our own
We run no in-house funds and take no commissions, so the only interest our advice serves is yours.
A reply within one working day
Call, email or visit. You will never be left waiting to hear back from us.
Latest thinking
Market outlookBegin with a conversation
Tell us a little about yourself and what you would like to discuss. An adviser will reply within one working day.
- Visit
- London, by appointment
- Hours
- Monday to Friday, 8.30am to 6pm
- Minimum
- Typically £10k in investable assets