Our Company

Our company has a proud history of providing share dealing and investment management services to both private and intermediary clients for over 90 years.

As one of the North of England’s leading Investment Managers & Stockbrokers, we employ over 75 people. Our skilled and experienced staff combined with our financial strength enables us to provide high quality, bespoke and flexible services to all our clients. .

We are authorised and regulated by the Financial Conduct Authority (FCA) and are a member of the London Stock Exchange and member of the Wealth Management Association.

Investing in stockmarket based investments may not be right for all investors.  You should consider carefully and/or seek professional guidance before investing.  Please remember that past performance should not be seen as a guide to future performance. The value of an investment and any income from it can fall as well as rise as a result of market and currency movement and you may not get back the amount originally invested.