We have been providing independent investment management and financial planning for many decades. We believe in developing a long-term working relationship with clients, based on a premise of transparency, integrity and treating our clients fairly.
Our financial planning service is based on a truly holistic understanding of our client's financial situation, goals and attitude to investment risk.
Through our application of independent, fee-based services and our ethos of working closely with clients and their professional representatives, we have established ourselves as the trusted wealth advisers to many clients.
In tandem with financial planning is investment advice, and together these represent the cornerstones of our offering to private clients, as the appropriate management of wealth is imperative in meeting financial planning objectives.
This is combined with effective tax mitigation advice, often in relation to inheritance tax (IHT), to help maximise investment returns in the most cost effective and tax efficient manner.
We have a compelling approach to wealth advice that is most suited to investors with assets of £250,000 or more.