Who we are
We are a firm who puts you, our client, first at all times. Our well established, highly qualified team work closely together to deliver a high standard of investment management and personal service, which we believe sets us apart from our peers.
Founded in 1880 by the Barratt family, our business remains independent and family-owned. This stability has given us the freedom to remain truly client-centric, focussed on generating long-term value for our clients and security for our staff.
Whilst our offering has evolved with markets, we have always remained true to our founding principles of providing exceptional service to our clients.
We recognise the trust our clients have given us for generations and are proud to have built long-term relationships. More than 40% of our clients have used the firm for at least 20 years.
Our people are our greatest asset. From experienced investment managers to a dedicated client support team, we ensure you receive a personal approach to managing your wealth. Through continued investment in our people, we have grown a diverse skillset that spans deep investment knowledge and operational expertise, where the average tenure of employees with the firm is over 15 years.
"If you give a service, you will have a business. If you do not give a service, you do not deserve a business.”
Our investing culture
We don't take your trust for granted. In return we provide complete transparency and accessibility, so it's always crystal clear where your money is invested and how these investments are performing.
The values that sustain us
As a member firm of the London Stock Exchange, we remain true to the long-standing motto of ‘my word is my bond’, where integrity and accountability form the bedrock of our client relationships. We are proud to note that our business continues to grow from personal referrals.