About You
We limit the number of client mandates we accept so as we may continually provide the high level bespoke service that our clients expect. We also only accept new clients where we can add real value to their planning.
Our clients are typically senior executives, partners in professional firms, doctors, barristers, business owners and retirees with high levels of income and/or net worth.
We continue to work collaboratively with both Solicitors and Accountants who are often not only personal clients but refer their clients as well.
There are many reasons why clients consult us and these include:
- Finding it increasingly difficult to monitor & asses the suitability of an ever growing portfolio of uncoordinated investments often acquired over many years
- Ensuring they have sufficient capital & income in retirement to meet their personal lifestyle objectives
- Wanting to grow & preserve their wealth, ensuring assets can be passed on to the next generation in the most efficient manner whilst retaining control
- Trustees needing investment and taxation advice
- To reduce the tax that they pay
- Wanting a more cohesive & structured approach to the professional management of their investments
- They have recently inherited a substantial sum
- On recommendation from their Solicitor/Accountant
- Deep suspicion of recommendations made by ‘advisers' at their bank
- Planning for education costs
- Specialised personal financial ‘modelling'.