Vital statistics

  • Employs c500
  • Eight businesses located in six offices
  • c£15bn assets under administration
  • c140,000 consumer clients
  • Majority of our subsidiaries have an AKG rating of B (strong)
  • We have won 14 major industry awards over the last 10 years
  • 100% privately owned
  • £ multi-million year-on-year capital investment
  • Committed to professional excellence across our people
  • Blue chip management and non-executive team
  • £15m Professional Indemnity (PI) cover

Figures correct as of January 2019.