Financial Advisers

We're keen to work with existing Financial Advisers who in turn are looking for a specialist investment management service for their own clients.

You’ve probably gradually been changing the way your clients are advised and charged over recent years, creating better value for them and you. You'll be as keen as ever to ensure that your clients still have access to the best investment options, allowing you to concentrate on the holistic advice they value and expect.

We have the expertise you need. We already work hand-in-hand with advisers and their clients to provide an efficient service that respects the ongoing client relationship and keeps advisers like you firmly in the information loop.

For families with sufficient wealth we can work with you to establish and run a personalised family investment company.

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William Kenyon & Sons Video

Piers Kenyon, Director of William Kenyon & Sons and a trustee of the Group Pension scheme discusses the history...

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Get in touch with our team

We’re available by phone and email, but most of all in person to provide expert advice and assistance.

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Winners and Spinners Report 2017

Report reveals best in class ethical funds but disappointingly also uncovers evidence of ‘greenwash’.

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