Our purpose & values
For almost 200 years, we have delivered the type of powerful, good advice that is personal, in partnership and performs for individuals and families.
Our purpose is to place the power of good advice into more hands
Life is full of decisions that shape the future of what matters to our clients. Great decisions require as much certainty as possible; the kind of certainty that comes from good advice. The kind of good advice that comes from almost 200 years experience in helping people to flourish.
Our values
As a business, we have lived these values since we were founded in 1836.
Personal
'we treat you as an individual'
We are a people business at heart, and strive to deliver a friendly, inclusive and personalised service to all our clients, large and small.
Partnership
'we go further together'
We develop relationships that stand the test of time, spanning multiple generations. We partner across the full breadth of our expertise to create value for our clients, our company and society at large.
Performance
'we strive for more'
We are ambitious for our clients and for ourselves, so we aim to be a forward-thinking and innovative business that leads the way in the industry.
Why us?
Our purpose is to place the power of good advice into more hands. For almost 200 years, we have delivered the type of powerful, good advice that is personal, in partnership and performs for individuals and families.
Personal - 'we treat you as an individual'
Advice that is delivered by people who really understand what matters to our clients.
We have a strong service culture that our clients recognise. We welcome client portfolios of any size thanks to the breadth of our offering — from online investing to bespoke portfolio management.
Partnership - 'we go further together'
Working with our clients in a joined-up, collaborative way.
As a UK leader in wealth management, we provide a comprehensive, co-ordinated approach to managing investments and financial plans, helping our clients embrace what’s next. We are a committed corporate responsibility partner, looking for ways to positively influence the communities we work in.
Performance - 'we strive for more'
With breadth and depth of advice expertise, and strong investment performance.
We have a strong depth of expertise, and as at 31 December 2024, this included 287 financial planners and 326 investment managers. Our investment performance regularly exceeds independent industry benchmarks (ARC).
