Authorised and regulated by the Financial Conduct Authority since 2013, we are a leading provider of wealth management and fund management services to clients across the United Kingdom. Whether it is advice on a pension fund or planning for retirement, deciding what investments to hold in an ISA, considering protecting you, your family or your business for the future or looking to access capital for an investment project, our team of approachable experts are here to help. We promote the highest levels of service to our clients and take great pride that our business continues to grow through personal recommendations from people we have worked with in the past or continue to work with today. Wealth Management Through our flexible, bespoke and personal wealth management service, we are here to help you achieve your financial goals. If that’s growing your wealth, planning for your retirement or protecting you, your family or your business, our wealth advisers are here to help. Our independent mortgage advice service operates as part of our wider wealth management offering and is available to support all clients who may require one-off or ongoing mortgage advice. Fund Management Our highly experienced fund management team specialise in managing funds on behalf of clients who have an investment strategy focused on providing debt finance to the property development market. We are the investment adviser and fund manager to Develop North PLC, an investment company listed on the main market of the London Stock Exchange. If you have an investment fund that requires the services of an FCA authorised and regulated institutional fund manager or a property developer looking to access funding from a flexible, common sense lender, please contact us at your convenience.
