In this video, Tom explains where we are as a company today, and the services we have created for you, as we reach three years in August since launching Barnaby Cecil in 2019
Other Videos
Compare our investment performance
We're extremely proud of how our Navigate Portfolios have performed and we can use independent research tools to compare your existing portfolio or Wealth Manager to us.
Why we built an award winning money management App and Client Portal with leading UK technology provider moneyinfo. And how we use the service to drive a better client experience.
Tom talks to Faith Liversedge about why we chose to partner with Betafolio and how they helped us to create the world-class Navigate Portfolio range for clients.