Growing your wealth

Strategically securing your financial future.

Building wealth and relationships

Strong, personal relationships are at the heart of investment management. By truly understanding your goals, we can put strategic plans in place to preserve and grow wealth on your behalf. Our extensive experience also enables us to successfully guide you through ever changing financial markets, providing peace of mind about your financial future.

The team managing your money

Our investment managers are supported by an in-house research team, providing extensive market research and fund recommendations. Whether you are an experienced investor, or starting out on your journey, our investment management team are dedicated to timing the market and maximising investment opportunities in line with your attitude to risk. We provide a range of tax efficient solutions to manage your money, minimising exposure to IHT, Capital Gains and taxable income.

The team managing your money

Contact your local team

Speak to one of our investment managers to discuss your options.

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