Who We Can Help
We work exclusively with clients for whom we can add significant value and make a real and lasting difference in realising their financial goals.
In most cases our clients are aged over 50 and are thinking about retirement / business exit strategy, or are already retired. In all cases, they will have financial challenges to solve which may include:
- Capital preservation
- Controlling investment costs
- Risk management
- Tax reduction
- Cash flow management
- Wealth enhancement
- Wealth transfer
- Asset protection
- Charitable planning
In order to provide a high level of personalised attention for each individual, we work with a limited number of clients. Since we specialise in meeting the very specific needs of wealthy individuals, we work with clients who have £500,000 or more in investment capital.
We deal primarily with four types of client:
- Successful entrepreneurs and business owners
- Senior executives
- Senior legal and accounting professionals
- Trustees