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Unlike old school offerings we cut the jargon and focus on the important stuff, you. That’s why we have lifelong trusted relationships with our clients. 

Our team of highly qualified advisors are here for you 24/7.  After all the reason you invest is personal so our service should be too. Get to know us a little bit better…

OUR PEOPLE

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ANGUS MILLEN

FOUNDING PARTNER
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GARETH LYTTLE

WEALTH MANAGER
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STUART CRANDLE

WEALTH MANAGER
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DIANE MILLEN

FINANCE PARTNER
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TIM HALE

CO-CHAIRMAN, INVESTMENT COMMITTEE
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PETER DALGLIESH

CO-CHAIRMAN, INVESTMENT COMMITTEE
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IAN HUMPHRIS

NON EXEC DIRECTOR