Call-us on : 01789 404 000



We offer a range of high quality investment services for individuals including management of investment portfolios, ISAs, pensions and offshore bonds.

Every client enjoys direct access to the Partner who manages their investments. We know our clients by name (rather than by account number!) and we believe that understanding their needs is key to building lasting relationships.

Our investment approach is driven by many years of experience in stock markets around the world. We combine that experience and our culture of traditional service with leading technology and efficient administrative systems.

We can help with finding the best investment solution for you and your family and we aim to deliver an excellent personal service.

Partners: Andrew Lidsey, James Crocker, Mark Atherton and Sasha Parmar

To learn more about our investment services, please see the sections listed here and you may also like to visit our FAQs and “Becoming a client” pages. You can download the Albert E Sharp brochure here.