Financial Services

Preserve and Grow Wealth

Our approach to investing aims to preserve wealth and build its value carefully. Our core investment offering is a range of risk-rated portfolios. They comprise active fund managers with the specialist skills and resources to find global investment opportunities. Working together we select the strategy that best matches what you want to achieve as well as your appetite for risk, and then manage the portfolio on your behalf.

As an independent firm we are free to work with other specialist investment managers and offer an unbiased view on their suitability and capabilities. This position allows us to deliver tailored investment strategies and work within any investment or tax structures you may already have in place. We can also meet specific requirements, such as socially responsible investment strategies.

Contact Details

114-116 Stricklandgate, Kendal, LA9 4QA


T: 01539 815746

Free Enquiries

Please call us on 01539 815746 or email to make a free enquiry (no cost or obligation).

Client Feedback

“ Easy contact by phone or visit to deal with any financial queries ”