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Discretionary portfolio management is no longer the preserve of the very wealthy: the investment world has changed so that most of us now have an ISA or a pension fund or perhaps even both! Inheritance may have left some of us unexpectedly wealthy, as might downsizing a home.
Our vision is to be the best in our class and we follow that objective with a passion - our aim is to do what we do exceptionally well. We achieve that by having a focused development plan, which allows us to grow a portfolio we are passionate about - a combination of quality commercial properties and long term tenants. We aim to increase the number of character listed buildings.
