Affluent Individuals & Trustees
We are a small financial planning practice, by design.
We serve a limited number of clients and this allows us to invest the time and resources necessary to deliver a highly personal financial planning service.
Many of our clients tend to be over the age of 50 and either retired or planning to retire in a few years, while those under age 50 are generally high earning professionals. Our Comprehensive Lifestyle Financial Planning & Wealth Management service has been developed for individuals with £250,000 or more of investable assets (cash, investment funds and/or pension assets) or those with a family income of £100,000 per year or more.
We act for a number of Trust clients including family trusts and charitable trusts. Our expertise in Tax & Trust Planning provides Trustees with reassurance and confidence that the trust assets are managed appropriately.