In our work we pour our energy into really helping you define a vision for how your lives might look, and design a plan to get you there.
This is an incredible opportunity to put your wealth to work and have it provide you with the freedom to live in the way you want. To achieve that, you need an experienced team at your side with the knowledge and skills required to create a plan that delivers.
What we offer
Due to the comprehensive nature of our work, we accept a limited number of new clients at any one time – just a select number of people who we can deliver real value to.
Our clients are Families and Business Owners (including Consultants, Freelancers and Family Businesses) who wish to delegate the management of their wealth to a trusted professional.
We don’t have a minimum client size. Our clients typically have between £200,000 and £2M of assets to invest.
Our clients are successful and family orientated people who lead busy lives. They arrive at our meetings with an open mind and a willingness to have their own ideas challenged in order to reach the best results. They believe in sharing success and are happy to enter into a relationship which is mutually beneficial. When in marriage or partnership, both are equally committed to the financial planning process and attend meetings together, sharing the weight of any decisions that need to be made.