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Our vision is to deliver top level consultancy and practical advice in all essential but non-investment aspects of fund management and other investment businesses. Because we are passionate about the importance of properly structured and robust operations our services are tailored to the specific and changing needs of our clients.

Our track record demonstrates our ability to build businesses in the fund management industry. We understand the importance of detail – hence why it is pivotal that our people have the right knowledge, experience and focus.


The management team includes:

» Matthew Wilson Managing Partner
» Rob Edwards Head of Tax
» Andrew Cleaver IT
» Andy Wood Regulatory Compliance
» Laurence Parry Private Client
» Andrew McKelvie Accounting
» Richard Jobling Business Development
» Adrian Johnson Partner
» Laurence Duff Head of IT

 

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Matthew Wilson Andy Wood Andrew Cleaver Laurence Parry Richard Jobling Rob Edwards Andrew McKelvie Adrian Johnson Laurence Duff