Our Sheffield office traces its roots back to 1844 when the Sheffield Stock Exchange opened.
Our heritage was founded on client service, which in turn built strong long-term relationships with clients and their advisers, and this approach carries on today. That heritage is now complemented with industry-leading research capabilities and state-of-the-art technology, allowing us to continue to offer exceptional Investment Management and Financial Planning services to our clients today.
“We pride ourselves on the high level of personal service we offer to our valued clients, some of whose families have been with us for generations and regard us as their trusted advisers.”
Matt Beddall, Divisional Director