About us

About us

Philosophy

We cherish our independence and our long, stable heritage. We focus fully on the needs of our clients, providing flexible solutions to their wealth planning needs with integrity and impartiality. At the same time, we keep fully abreast of and adapt to the many changes affecting the global environment in which clients need to continue to create and protect their wealth.

Corporate Responsibility

“Helping to build a brighter future in our local communities”

We recognise the importance of giving back to the communities in which we work and live, which is why we are proud to partake in a range of philanthropic efforts which include charitable giving as well as employee involvement and support.

Our Corporate Responsibility Strategy is to support local health care, children’s welfare and cancer charities which help and improve the quality of life of people living in our local communities. We are committed to supporting local charities with the aim of helping them raise awareness and giving them the tools to build a brighter future.

Our Corporate Responsibility Committee, made up of a group of volunteer employees, is responsible for the implementation of our corporate responsibility strategy – it organises fundraising activities and coordinates donations whilst also supporting and assisting individual staff members in their own charitable activities.

Any charitable donations are currently funded by staff contributions. We are proud of the benevolence, generosity and commitment we witness from our employees during our fundraising initiatives, so much so that we match any funds raised on a £ for £ basis.

Over the years we are proud to have supported charities including but not limited to: Macmillan, Manx Children in Need Appeal, Age Concern, Isle of Man Neonatal Unit, Manx Miracles, Manx Gateway, Isle of Man Live at Home Scheme, MS Society, Actions4Autism, Wish Upon a Dream, Rebecca’s House, Isle of Man Hospice, Max Decaf, Eva Roses Garden, Manx Sailing for the Disabled, Isle of Man Adoption Service, Alzheimer’s Society, Craig’s Heartstrong, Cystic Fibrosis IOM, Guide Dogs for Blind Association, Hyperbaric Chamber,  Motor Neurone Disease, Oskar’s Dreams, Parkinson’s Society, Ballamona Association for Mental Health.

what we offer