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Investment
management
for you

Our experienced investment team can tailor our approach to your needs, whether you’re an individual, family, trust or charity. We work collaboratively with you, keeping things simple and straightforward, to bring peace of mind over how your money is invested.

Working with you

Whether you're looking to protect capital following a business sale, save for retirement or manage family wealth for future generations, we understand that long-term goals often go beyond the financial. We have extensive experience working with a wide range of clients and their advisers to give them peace of mind over their future.

Contact us to find out how we can help

Individuals and families

Helping individuals and families was why our firm was established. It’s at the heart of what we do.

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Professional advisers

We work closely with you to deliver the best outcomes for clients.

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US clients

We are registered with the US Securities and Exchange Commission (SEC) and have been managing US-connected portfolios for more than 18 years.

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Charities

We can help trustees with their competing obligations - grant making, maintaining and growing reserves, and investing in a way that is consistent with your charity’s purpose. Our transparent approach allows trustees to see where their charity is investing.

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Fund investors

Not everyone needs our private client service; you can still benefit from our investment approach by investing directly in our funds.

Discover our funds

Speak to one of our team

Call
+44 (0)1620 825 867
Email
enquiry@mcinroy-wood.co.uk
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LinkedIn enquiry@mcinroy-wood.co.uk

HADDINGTON

Easter Alderston
Haddington EH41 3SF
+44 (0)1620 825 867

HARROGATE

Windsor House, Cornwall Road
Harrogate HG1 2PW
+44 (0)1423 222 200

LONDON

34 Queen Anne Street
London W1G 8HE   
+44 (0)20 3818 6580

Truly independent investment management
for individuals, families, trusts and charities.

McInroy & Wood Limited and McInroy & Wood Portfolios Limited are authorised and regulated by the Financial Conduct Authority. McInroy & Wood Limited is registered as an investment adviser with the US Securities and Exchange Commission.