Who we are

We have been providing traditional stockbroking services for over 130 years, and although we have clients from all over the country, the majority originate from Norfolk and East Anglia, which has taught us the importance of providing a personal, confidential service.  We believe that this is best demonstrated through the long-standing relationships that we have built with our clients, which often span generations. 

We focus on providing bespoke advice whereby we tailor individual portfolios to the requirement of each client.  In order to meet your objectives, whether your priority is for growth, income, or capital preservation, our experienced team of investment managers construct balanced, diversified portfolios primarily consisting of quality ‘blue-chip’ equities for the long term.

Our independence and personal approach means that our team are available to assist you with any queries that you may have, and we remain committed to ensuring that you benefit from our experience and knowledge and receive the highest standards of advice.