Putting you first

We strive to deliver an exceptional level of service to meet the needs of our clients.

Providing bespoke investment management solutions in line with our clients' financial goals

Our investment managers specialise in investing on behalf of individuals, families, charities and trusts. Understandably, clients' needs change throughout varying life stages. Our bespoke investment management service allows clients to tailor their portfolio in line with their changing objectives.

Discover our services and begin planning your investment strategy

Saving for retirement

Saving for retirement

Whether you are planning for your retirement, have already retired, or you are planning for the future, we are here to provide support throughout.

Find out more about saving for retirement

Saving for your children

Saving for your children

Start saving towards your child’s education, their first home or build their personal savings through our Junior ISA Wrappers.

Find out more about saving for your children

Growing your wealth

Growing your wealth

Our aim is to preserve and grow wealth on behalf of our clients, providing peace of mind about your financial future.

Find out more about growing your wealth

Passing on your wealth

Passing on your wealth

Our experienced team work closely with third parties when it comes to preserving your wealth for the next generation.

Find out more about passing on your wealth

Meeting your trustee obligations

Meeting your trustee obligations

We provide trustees with the necessary information to make balanced and informed decisions in line with their Charity guidelines.

Find out more meeting your trustee obligations

Start a conversation

Contact us today to speak to a member of our team.

EFG Harris Allday
33 Great Charles Street - Birmingham B3 3JN
0121 233 1222