Putting our clients first since 1986
For more than 30 years, we’ve been empowering clients by helping them take control of their financial lives.
Philosophy
We work with owner managed businesses, with public bodies, and with teams inside much larger ones.
History
We work with owner managed businesses, with public bodies, and with teams inside much larger ones.
Culture
Our recommendations come with the trade offs attached, so you can decide with your eyes open.
Our Leaders
We are a group of passionate, independent thinkers who never stop exploring new ways to improve trading for the self-directed investor.
Cynthia Dixon
Chief Executive OfficerOur recommendations come with the trade offs attached, so you can decide with your eyes open.
Bryan Greene
Human ResourcesWe give advice you can act on this week, written in plain language rather than jargon.
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Trading instruments
Scope, timescales and the way we will work together are agreed before anything starts.
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Countries covered
We work with owner managed businesses, with public bodies, and with teams inside much larger ones.