We’re a lifestyle chartered financial planning and wealth management boutique, focused on helping private individuals and their families to achieve their ambitions in life.
Our approach helps our clients identify, achieve and maintain their desired lifestyle, without the fear of running out of money or dying with too much! We often achieve life-changing outcomes!
By design, we only act for a relatively small number of client families, a strategy which allows us to devote a significant amount of time and attention to each client relationship.
We offer a highly personalised money concierge service, where we firstly take time to understand our clients’ needs and objectives, then create and implement financial planning strategies and wealth solutions that are regularly reviewed to ensure planning remains on track.
Our clients are happy to delegate the responsibility of managing their money to us, having access to a team of financial experts who understand their needs and objectives, and perhaps, more crucially, build lifelong, enduring and trusted relationships, focused on adding substantial value in advice areas such as investment, pensions and estate planning, but value often ‘beyond financial’.
While not exclusive, we have expert knowledge and experience working with Senior Executives and SME Business Owners and specialise in retirement and succession planning.