Clients can view their investment portfolio online via their own secure online account. Confidence and security is paramount and so we employ industry-leading security to ensure your information is protected. You can view a valuation of your portfolio as at the previous night's closing prices, as well as details of recent transactions and a range of supporting formal statements. You can also view other portfolios you are authorised to see. This is an important area of development for us and we continue to invest to improve the online services we offer our clients.
To register, please click here or on the link at the top right hand corner of this page.
We are wholly owned by the working directors. In over 100 years there have only been 21 directors/partners – 10 of whom are in the business today.