About Us

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Investment Trust

Who we are

Our principled approach to financial planning has helped us to forge lasting relationships with our clients. We’re often referred to as friendly, professional and honest and we make sure to uphold these values in everything we do.

To us, a client is more than just a client, that’s why we go above and beyond whenever we can, and we make sure to pull no punches when it comes to getting the right advice across: your financial future is the most important thing to us.

our strategy

Strategy is at the Heart of What We Do

With over 100 years’ combined experience, we’ve built a strong company-wide ethos focused on helping clients establish clear and realistic wealth management strategies. We make sure to turn the grey areas of financial planning into plain black and white.

You can find our team of experts at our offices in 1 Knightsbridge Green, Belgravia, London. Each of us holds a litany of qualifications and expertise from within the financial sector.

To get to know us better, have a read of our team bios.

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We offer the ‘Gold Standard’ in pensions transfer advice

We are a Pension Transfer Gold Standard advice firm. This means that we adhere to a strict set of principles when delivering pensions advice, as part of a code monitored by the Personal Finance Society.

We display our Gold Standard with pride as we feel that it reflects our commitment to clear and unbiased pensions transfer advice. When working with us, you can be confident that you’re dealing with a firm that has your best interests at heart.

The Personal Finance Society is the professional body for the financial advice profession in the UK. Their role is to promote ethical behaviour and high standards of professionalism that ultimately benefit both the profession and the consumer.

+44 20 7183 3892

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What People Say

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