Est. MMIVThe firm

Two decades of trust.

An independent London firm, founded in 2004, advising individuals, families, business owners and companies with one consistent standard.

Company No.
05042763
Registered
England & Wales
Office
Hampstead, London
Folio I.

Friendly,professional,honest

We don't believe in half-measures. Every client deserves a plan built around them, and a team that stays the course.

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

To us, a client is more than just a client. We go above and beyond whenever we can, and we never pull punches when it comes to getting the right advice across: your financial future is what matters most.

MMIV
2004

Incorporated

XXII
22years

Of continuous activity

III
3

Signatories

II
2

Practices

Folio II.

Thesignatories

Select a portrait to read more and get in touch directly.

Folio III.

Therecord

  1. Founded in London

    Incorporated on 12 February 2004 as International Investment Trust Limited, with Faisal Kudsi as director.

  2. Becoming Investment Trust

    The firm adopted its current name, Investment Trust Limited, in January 2007.

  3. Two practices, one standard

    Private Clients and Corporates & Private Equity, advised from Hampstead, London.

Folio IV.

Four planningprinciples

A plan succeeds as the sum of its parts. Not every factor can be controlled, so we focus on the ones that can.

Folio V.

From first meetingto stewardship