Our Clients

We specialise in advising high-net-worth families and business owners with wealth in excess of £5 million. Our role is to help you manage and structure a wide range of complex assets, from investment portfolios and property holdings to family trusts and business interests.

Acting as a central point of coordination, we work alongside your legal, tax, and other professional advisers to ensure every aspect of your wealth strategy is aligned with your long-term priorities.

By taking on the day-to-day oversight of your financial affairs, we remove the burden of managing multiple assets and structures. Our focus is on preserving and growing your wealth over time, always with an eye on efficiency and effective tax planning.

We also work closely with the next generation, helping them define their ambitions and preparing them to take on future responsibility. This ensures that wealth is transferred smoothly, in a structure that protects your family’s interests while minimising tax exposure.

We work with affluent retirees to bring clarity and confidence to their financial future. By assessing pensions, investment portfolios, property, and any business interests, we help ensure that your wealth supports the retirement lifestyle you want to enjoy.

Our retirement planning is designed to strike the right balance — giving you the freedom to live well today, while ensuring that wealth is preserved and passed on in a structure that reflects your family’s wishes.

A carefully tailored investment strategy underpins this plan, providing consistent growth and income with an appropriate level of risk management. This approach helps safeguard your wealth against both market fluctuations and life’s unexpected events, so you can focus on living the retirement you’ve worked hard to achieve.

We work closely with entrepreneurs and business owners, acting as a trusted partner in navigating both business and personal wealth. Our role is to provide strategic advice that supports growth, optimises performance, and enables the effective extraction of profits.

By helping you gain a clear understanding of your business numbers, we ensure you have the insight needed to make confident, informed decisions at every stage.

Alongside this, we develop a personal wealth plan tailored to your ambitions — whether that involves preparing for retirement, planning an exit or succession, or building long-term wealth through pensions and investment portfolios.

We work with senior executives, legal and medical professionals, actors and sports people to help them navigate the complexities of their wealth. This includes advising on employment benefits, share options, personal tax planning, and the structuring of pension and investment portfolios.

Our approach is to design a personalised wealth strategy that balances your lifestyle today with your long-term ambitions, ensuring that your wealth is managed efficiently and with careful attention to minimising tax wherever possible.

You will have direct access to a dedicated Financial Planner within our team, providing continuity and trusted advice whenever needed. This relationship ensures you are supported in making the best financial decisions at every stage of your career and beyond.