Vital statistics

  • Employs 440+
  • Eight businesses located in six offices
  • £11.6bn assets under administration
  • 120,000+ 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
  • £10m Professional Indemnity (PI) cover

Figures correct as of June 2018.