Welcome to a modern and agile wealth management company
Our story starts in 1998
Our story starts in 1998 when an employee of Midland Bank became the dedicated adviser to a group of the bank’s valued clients, just before it changed its name to HSBC Bank.
Working closely with his clients for more than a decade, this adviser eventually believed he had the knowledge and experience to offer them a better service away from the hierarchical structure of a global institution.
“The simple aspiration was to create a very different and contemporary wealth management company”
DEREK SUMSION - FOUNDER
A sense of community
Why do we call our clients Members?
We use the term ‘Member’ because it better captures the level of service and the sense of community we provide to those we work for. Our financial planners afford a great deal of face-to-face time with our Members. This leads to better-informed decisions and stronger relationships.
business owners,
bold entrepreneurs,
inspiring artists,
up-and-coming professionals
and self-made millionaires
OUR NAME
Why the unusual name?
Legend has it that the Beatles song ‘The Long and Winding Road’ was inspired by the meandering Highland route that led to Paul McCartney’s Scottish home. The title perfectly sums up our distinctive approach to wealth management.
For us, it’s all about the lasting relationships we build with our Members and the long and rewarding journeys we take with them, each one presenting different twists and turns.
The starting point, the route taken, and the destination will never be quite the same for any two Members. Nor will the unexpected detours and the bumps in the road along the way. We can never predict those, of course, but we can always plan for them.
And the name of Paul McCartney’s long and winding road? The B842.
the first financial services firm in the UK to achieve both British Standards available for our industry
Why us?
Compared with the average wealth management company, we dedicate considerably more time to our Members. It isn’t that we work harder: it is because our aim is for each of our financial planners to have around half the number of individuals to look after, making it easier for them to go the extra mile.
Your Journey
If you would like to find out more about what we could do for you, we will sit down together at an initial Discovery Meeting, with no obligation on your part.
