Who we are:

• We provide discretionary investment management services to individuals and families;
• The two directors have been looking after the same families for 30 and 24 years respectively;
• Based in Harrogate, our team of 12 ensures that we are able to bring an exceptional depth and breadth of experience to bear on each of our clients; and
• This enables us to look after each client according to their individual (and family's) needs.

What we do:

• We manage personal investments and the investments of the wider family on a discretionary basis;
• We liaise with clients' existing advisers; and
• We provide specialist consultancy services where required.

What is different about us?

• We manage funds from families over the longer term;
• This is your money, not ours – we help you to do what you want with it; and
• We believe that the breadth and quality of our input makes a real difference.