What We Do

We're all about sound investment advice, of course! But you’ll walk away with a plan that also covers how to manage risk, how to structure your investments, how to keep tax to a minimum and how to create a legacy.

BIGGER PICTURE ADVICE

Our approach is to look at everything from investments to risk. All with your bigger picture in mind.

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PORTFOLIO SCIENCE

Our way of investing that’s based on Nobel Prize winning research, academic evidence and common sense.

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FINANCIAL EDUCATION

A tailored programme to help business owners, shareholders and executives eliminate financial worries.

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AWARD WINNING
PEOPLE

We achieve great things for our clients and that’s what matters most to us. But we’re proud to say our effort and different approach has won us external recognition too.

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OUR THOUGHTS

Keeping you posted with the latest and greatest

Ear plugs at the ready

Have you ever felt the rage of sleeping next to a snorer? It’s not dissimilar to the noise around stock markets in the media –...

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Financial Planning Week: the useful bits

Here we’ve gathered some useful videos and blogs so you can access everything from financial planning week in one place – browse at leisure and...

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The CX factor! Client experience at CPW

Ahead of global CX day we wanted to take a moment to talk about what it means, how its evolving during the pandemic and how...

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