Our Services

We offer three core service levels so you can choose the approach that best fits your objectives and preferences.

Explore our services

Discretionary Investment Management

We make day-to-day investment decisions on your behalf within an agreed mandate, risk profile and set of constraints. This suits clients who want a trusted manager to act decisively and efficiently.

Advisory
investment

We provide recommendations and rationale; you approve changes before we implement them. This suits clients who enjoy a collaborative, collegiate decision-making style.

Financial
planning

In uncertain times, clients value the confidence that comes from well-structured planning to secure their future and protect loved ones. We collaborate with planners – or introduce Raymond James in-house team – to deliver tailored strategies across wealth, tax, retirement, and estate planning.

Who we serve

We work with professionals and academics in and around Oxford, with relationships often spanning families and generations. We also offer services to business owners and tech founders connected to the Oxford innovation ecosystem, including science-park and university spin-out networks.