Operating as a local team, but within the wider investment management framework of Brooks Macdonald, we work closely with clients’ professional advisers, such as independent financial advisers (IFAs), accountants, solicitors or trustees to build a solution that meets the clients’ investment objectives.

We are committed to delivering a first class, localised service, as reflected by the Hampshire office winning the Citywire Regional Stars Award for Wealth Managers in the South East in 2013, 2015, 2016, 2018, 2019 and shortlisted in 2014.

Investec Wealth & Investmentis a specialist provider of active investment products and services to institutional and individual investors. Established in South Africa in 1991, the firm has been built from a small start-up into a truly global business, with clients and investments all over the world. 

With almost 135 years of industry experience between them, the RBC Brewin Dolphin Winchester team offers private client investment management and financial planning, services for professional intermediaries and investment management for charities.

We provide individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward.

Our fresh approach focuses on building lasting partnerships with clients, developing trust through transparency in all actions and maintaining our entrepreneurial spirit.

With offices in London and across the UK, as well as Jersey, Dublin and a representative office in Dubai, we are able to offer easy access to our services wherever you are based.

Each of our offices has a team of expert investment managers who contribute to and utilise our core investment process, meaning that whichever office you choose to work with, you can expect the same high levels of service and investment management.

Powerfully profile your firm’s clients. Effectively engage with them through time-saving reviews and recommendations. Create compelling cash flow plans.

As a fundamental part of any successful adviser business, platforms need to be versatile, dependable and easy to use. The Advance platform delivers on all three of these, giving you more time to spend towards great client outcomes.

Trethowans Solicitors is a major law firm in the South offering a comprehensive range of services for business and individual clients. Our team of over 60 lawyers is split across offices in Southampton and Salisbury and act for many international and national household brand names as well as a variety of individual clients throughout the UK.

The Hampshire Chamber of Commerce was established as a private sector, business membership organization in 1851, primarily to promote the emergence of Southampton as a major UK port and commercial centre.

Over the years the Chambers support to members has evolved, not only does it provide support, lobbying, networking events, training courses and international trade documentation, it also achieves substantial savings for its members on the commercial services it has introduced as part of their yearly membership – the Chamber has become a One Stop Shop for Business in its region.

Paris Smith LLP is one of the largest independent regional firms of solicitors in Central Southern England, based in landmark offices in Southampton. The firm’s lawyers provide local, national and international clients (public sector, charitable andcorporate bodies together with private individuals)  with advice across a wide range of practice areas and sectors. Tthe firm offers practical, creative, stragetic, cost effective solutions,with an emphasis on maintaining the highest quality and clarity of service.