Harrogate

Financial planning and discretionary fund management services made for you in North Yorkshire

Heritage, community and charity are our clients’ touchstones, so they’re ours too, from our team’s sponsored endurance swimming to informal events at local stately homes.

How our North Yorkshire office can help

Our discretionary fund management service is the focus of our Harrogate office, for people who need a more tailored investment advice and strategy.

A dedicated in-house portfolio manager will build you a bespoke portfolio. This will take into account capital gains tax planning and any investment restrictions you may have. It could include investing in direct equities as well as funds, if you would like.

Your portfolio manager will set up your investments to your specifications, such as investing for a regular income, or ethical investing. You can rest assured your dynamic portfolio will be regularly rebalanced.

Our portfolio managers will also work closely with your atomos financial planner, or your independent financial adviser, to ensure you benefit from a comprehensive and integrated approach to managing your finances. Divorce, NHS pensions and helping business owners are our particular specialisms.

At our Harrogate office our thinking on how to manage your money is as up-to-date as it gets. And, covering mid-Wales, north Scotland and Northern Ireland, we’re happy to travel to see you. Get in touch to discuss your ambitions.