Self Serve

Welcome to the ‘Self Serve’ area of our website.

Many of our clients have very straightforward requirements or wish to take more responsibility for arranging their own affairs. As part of our commitment to helping solicitors’ clients we designed this service so that the fees associated with face to face regulated investment advice would not become a barrier or prohibitive to us helping solicitors to help their clients.

Over time we intend to build on the services we provide in this area but at the moment we are delighted to be able to help you buy Investment ISAs and General Investment Accounts. For clients looking for Deposit Based accounts such as Cash ISAs or Bank & Building Society Savings Accounts please e-mail us for our guide to the latest rates at or call 028 9023 0696.

Please watch this short video about investment risk and take a look at the frequently asked questions section.

We currently have two investment philosophies for you to choose from.


The investment industry debates the merits of active investment management versus passive investment management with an almost religious fervour. Our view is both have their relative pros and cons and the appropriateness of one over the other can change during various investment market cycles.

Conviction simply means an investment manager is given the choice to alter the balance between the two styles on an ongoing basis as they see fit.


Ethically influenced purchasing decisions are now firmly established as part of everyday life. The use of labels such as ‘fair trade’, ‘organic’, ‘ethically traded’, ‘recycled’, ‘sustainable’ and ‘low carbon emissions’ is on the increase, as both businesses and individuals recognise their benefits.

Investors’ interest in Ethical investing has also been on the increase. Recognising that not all ethical investors will have the same preferences we have four ‘flavours’ for you to choose from.

Frequently asked questions