Using 75 years of professional experience

Invest in our expert advice to ensure both lay and professional trustees comply with their statutory duties.

We can help you navigate the complex areas of business loan, shareholder and partnership protection planning.

Access our secure wealth management portal to obtain a real-time valuation of your portfolio wherever you are.


CONTACT US - 015395 38833


The Independent Asset Management Company is authorised and regulated by the Financial Conduct Authority.

Our partners are SR Whiteway, SJ Parkin and BA Rowland-Smith. Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details:



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