We are an established owner-managed investment boutique, with sound research and analysis behind every investment selection.
We create customised portfolios centred around your specific needs, circumstances and investment goals. These are designed to reflect the specific attitude to risk you may have – whether you are investing as a private individual, a trust, charity, partnership or other corporate entity.
That is why we offer a range of risk-adjusted portfolios and also specialist solutions - where a particular focus is the best fit to your objectives.
Access to our investment offerings is available across tax wrappers that include General Investment Accounts, SIPPs, ISAs and Offshore Bonds.
As discretionary investment managers, we always look to complement any wider financial planning your professional adviser may be undertaking.
Meet our People
Investment Management Services
Here to help with a choice of customised investment solutions:
- Discretionary managed services
- IHT portfolio service (AIM)
- Specialist solutions (All Weather & Income Uplift)
View from the Square
