Key Performance Metrics
Demonstrating our consistent growth and client satisfaction
£500M+
Assets Under Management
Successfully managing over £500 million in client assets across diversified portfolios, representing steady growth year over year.
5,000+
Satisfied Clients
Serving over 5,000 clients across the UK, from individual investors to high-net-worth families and institutional clients.
98%
Client Satisfaction Rate
Maintaining an exceptional 98% client satisfaction rating based on independent surveys and client feedback.
15+
Years of Excellence
Over 15 years of consistent performance and innovation in the UK investment management industry.
8.7%
Average Annual Returns
Delivering strong risk-adjusted returns for our clients with an average annual return of 8.7% over the past 10 years.
25+
Investment Professionals
A growing team of qualified investment professionals dedicated to managing your financial future.