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

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.