Contact us
Ring, write or book an introductory meeting. We reply within two working days (sample); existing clients can call their portfolio manager directly.
New clients
Introductory meetings and questions about the portfolios (sample contact)
Existing clients
Withdrawals, transfers, statements and online access (sample contact)
Charities and trusts
Investment policies, trustee reports and meetings (sample contact)
Accountants and solicitors
Client referrals, tax reports and paperwork (sample contact)
Book an introductory meeting
Tell us a little about what you would like to invest and when. A portfolio manager replies to agree a time, usually within two working days (sample).
- The first meeting is free and there is no obligation
- It takes about an hour, at the office or by video
- Bring statements for any savings or pensions you want to discuss
22 Alder Row
Second floor, 22 Alder Row, Springfield (sample)
Main line (555) 024-6100
Monday to Thursday
09:00–17:30
Friday
09:00–16:00
Evening meetings
By appointment
Opening times (sample).
Before you invest
We cannot give advice through this website or by email before we have met you. Nothing on these pages is a recommendation to buy or sell an investment.
The value of investments can fall as well as rise, and you may get back less than you put in.