A win-win approach to investing

We want to do more to help you grow your investment and move closer to reaching your financial goals. Unlike the rest of the industry, we don’t believe in profiting off the losses of clients. Therefore, we opted to build a business that makes money only when your investment with us grows.

Diversify your existing portfolio

We’ve created investment funds that focus on a maximum of two asset classes each, to provide you with that extra layer of choice. Whether you are looking for specific asset exposure for an existing portfolio, or wish to create a portfolio with multiple funds from scratch –  you can create a portfolio mix tailored to you.

We invest alongside you

We understand that any investment carries a certain level of risk, and take the management of our clients’ money very seriously. We invest heavily into each of our funds personally to demonstrate that we would only offer you products we would invest in ourselves.

How to invest with us

1. Get in touch

Contact a member of our team to begin opening your account with us. We’ll complete a short suitability questionnaire and will also answer any questions you may have.

2. Open your account

After selecting an investment, simply fund your account and you are good to go. You can invest a lump sum or on a monthly basis, starting from just £250 per month.

3. Leave it to us

Our expert team will manage your investment continuously, making tweaks where appropriate to keep you on the right track.

Investing award

‘Best Business Startup 2017’

Swansea Bay Business Awards


Investment Calculator

Compare how investing in one of our funds could potentially generate you a higher return, subject to higher risks, than an interest-paying cash ISA over the long term.

If you invest


High street
bank cash ISA

Estimated interest rates

Expected Value

Cash deposits are generally protected by the Financial Services Compensation Scheme up to £85,000. Check with your provider.

General Investment Fund

Based on a return

Expected Value

Your capital is at risk as the value of your investment may fall as well as rise.

Click here to find out more about our portfolios

Forecasts are not a reliable indicator of future performance. Projected returns are based on past data under conditions of normal variability which may not remain the same in the future.

Why invest with us?

Expert Team

Expert Team

Our team have a wealth of experience working in the investment world, including working in some of the UK’s largest asset managers.



We’re real people and do not see our clients as statistics or numbers on a spreadsheet. We want to build strong relationships with each of our clients.

Own Account

Own Account

You will receive regular updates of your investment with us, straight into your email inbox. You can also subscribe to receive our latest newsletter to keep you up to date with our market and economic analysis.

Enhanced Security

Enhanced Security

We understand how important it is to keep your personal information safe and employ the latest cyber technology to ensure this. When joining us, we’ll also ask you to set up a security question and answer for additional peace of mind.



Each of our funds allow you to invest a lump sum or on a monthly basis from just £250 per month, giving you additional flexibility when investing.

0% Management Fees

0% Management Fees

We don’t charge management fees when you invest with us. We only charge a performance fee on any profits generated. As a result, we only make money when we provide positive results. Nothing more.

Interested in finding out more?

Talk to us today

Got a question? Our team are available from 8:00am-8:00pm Monday to Friday to assist you.
Simply Call 029 2009 9003


We love welcoming new talent to our team. If you would like to join us, please complete the form stating the role applied for and a member of our team will contact you.

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