Personal attention of a dedicated relationship manager

We offer customers the benefit of access to some of the world’s leading fund managers – BNY Mellon, Russell Investments and Nuveen. They will advise on and look after our clients investment in conjunction with us. Our relationship with these exceptional investment companies means we can also provide a wide range of investment or products that would not otherwise be easily accessible to the individual investor. This gives a greater choice and flexibility in how money is invested to best suit and individual’s needs. We will be happy to discuss the range of investment products and portfolio options we have available, and consider which ones will best suit individual circumstances and requirements.