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Investment Solutions
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Through partnership with financial advisers, we offer a range of Risk Rated Model Portfolios. The portfolios have been built around a single core investor proposition: to preserve the real value of their assets over time and replicate selective asset performance at low cost.
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Our Model Portfolios have been awarded the highest 5 Star Risk Rating by Defaqto. In addition, the portfolios are available on a wide range of platforms including Standard Life, Fidelity Funds Network Fundment, Aviva, Aegon, Zurich, Transact and Embark.
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OUR PROPOSITION

Asset Allocation


Community
We recognise that our responsibilities extend beyond financial performance. We are committed to contributing positively to the communities in which we operate and to the wider society. We operate a Community Giving Policy which sets out our approach to charitable giving, sponsorships, and employee-supported community initiatives.
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As part of our commitment to positive community impact, we prioritise working with local suppliers who share our values of ethical, sustainable, and socially responsible practices. By sourcing goods and services from within the communities where we operate which we have started using suppliers for our printings from locally in Bath.
Some of Our Community Efforts
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