With you on life’s journey
WHO WE WORK WITH
We work with families who have achieved financial success and would like a professional adviser to help them go further. We’re typically best suited to provide financial planning and wealth management to:
Business owners preparing for a future sale or exit
Executives with significant shareholdings or equity awards
Senior professionals
Families with £1m+ of investable wealth
Retirees seeking ongoing wealth management and estate planning support
Investable wealth can take the form of existing investment portfolios, pensions, ISAs, GIAs, Investment Bonds, and cash savings that would benefit from being put to good use.
The families we partner with may have complex circumstances, and often appreciate a more bespoke approach to financial planning and wealth management. Whilst they have achieved success in a broad range of different industries and professions, they all have something in common. They are humble about their success, and discreet with their finances. Wealth whispers and money shouts as they say.
Our own success means we selectively accept a small number of new client relationships each year. This is to ensure we can continue to provide a high level of personal service to those families who engage our services, without stretching ourselves too thinly. We have no intention of growing our team, or adding further scale to our business. Our goal is simply to deliver first class service, and great outcomes, to only a select group of clients.
Understandably, we are particular about who we partner with. We look for clients who share our values and respect what we do, and with whom we can create lasting relationships, founded on trust and friendship. If you like what we’re about, and would like to start a conversation, please feel free to get in touch.