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About you

We are fortunate to work with a select group of clients who share some or all of the following characteristics:

  • They get what life is about

  • They want to delegate the management of their money and preservation of their wealth to us allowing them to focus and enjoy other aspects of their lives.

  • They generally have assets available for investment in excess of or approaching £1million or have earnings at a level sufficient to achieve that asset base.

  • They are entrepreneurs, executives or partners in professional firms either actively involved in their businesses or enjoying retirement.

  • They need and value our services and are therefore willing to pay our fees for the benefit we bring in organising their financial lives.

We often work with the whole family carrying out planning through all generations.

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