Our strategy for the future is to strengthen our position as a financial institution, trusted and respected by all. We will achieve this by becoming a leading provider of investment management, financial advisory and accountancy services to private clients, smaller and medium sized companies and professional practices. We will also exploit our skills and knowledge to establish leading positions in niche markets where our clients will be large companies and major private and public sector bodies.

We will:

·         provide a first class service to our clients

·         develop and use the skills and knowledge of partners, directors and staff

Maintain an environment where our people can achieve career progression and appropriate financial rewards.