Vital statistics

  • Employs 487 people
  • Seven offices located around the UK
  • £15bn assets under administration
  • c144,000 consumer clients
  • Majority of our subsidiaries have an AKG rating of B (strong)
  • We are a multi-award winning business
  • £ multi-million year-on-year capital investment strategy
  • Commitment to professional excellence across our people
  • Blue chip management and non-executive team
  • £15m Professional Indemnity (PI) cover

Figures correct as of March 2019.