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Personalised financial planning & wealth management for high net worth individuals

Wealth management & tax planning to help you achieve your financial goals.

Looking for personalised wealth management & financial planning?

We provide comprehensive financial advice and an investment service focused on high net worth individuals and their families.

Achieve your financial goals, through tax-efficient investment and proactive wealth management.

Specialist investment and tax planning advice for wealthy individuals and families with £1million+ investable assets.

Welcome. How can we help you?

It’s our aim to provide a complete financial planning and wealth management service to high net worth individuals and their families. If you have investable assets of £1 million plus, we need to talk.

We have identified that wealthy individuals with complex financial situations are often under-served by traditional institutions such as private banks.

We provide clients with a comprehensive financial planning and wealth management service, which includes:

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Goals & Objectives

Establish your goals and develop the right strategy to achieve them
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Minimise Taxation

Ensure that you are making the most of your tax allowances
3

Optimise Risk

Optimising investment risk, making sure you're not over or under exposed
1

Bespoke Strategy

Implementing your personalised financial strategy and monitoring progress
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Regular Reviews

Reviewing your financial plan regularly to ensure we're still on the right track
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Knowledge Sharing

Sharing our knowledge regarding investments and market performance
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Cashflow Planning

An integral part of our financial planning service all our clients benefit from a bespoke cashflow plan
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Guardian

Access to our Guardian service, which is our version of a family office style service
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Wealth Management

We offer a comprehensive wealth management service that sets us apart

What our clients say.

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Mr M, Marlow

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Mrs S, Oxford

Why choose us as your financial planners?

Dynamic and ambitious,, we're unlike most financial advisers you'll find in the UK.

We take the time to understand your priorities, then develop a bespoke strategy designed to achieve your financial objectives. The goal is to give you the peace of mind that comes from knowing where you are now and that you’re on the path to success.

We like to think of our service more as a partnership with you.

Chartered Status

Only 17% of financial planning firms registered in the UK are chartered.

We earned Chartered status in 2017 as a testament to our unwavering commitment to ethical codes, professional values and meticulous due diligence.

You can find more detail on the aims, standards and what makes a firm Chartered here. You can also look up any company and confirm its status using the CII’s Chartered Firm search.

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On the technical side of things:

We can offer unbiased and unrestricted wealth management advice based on a comprehensive analysis of your financial situation, goals, and current market conditions.

We can do this as we’re directly authorised by the FCA and completely independent.

Autonomy is at the heart of our business, we're fiercely independent, without any outside ties of influences.

Our long term vision for the company does not involve selling out to a big network as we're already training a new generation of advisers, we're here for the long haul with you and your family.

Our team looks to create long term relationships and the number of client referrals we receive is testament to the outstanding service we provide.

The process and fees.

Our holistic financial and wealth planning service is a four-stage process with collaboration at every stage.

Our pragmatic client centric onboarding process, is the perfect blend of face-to-face meetings and simple online processes, supported by our award-winning software, this level of efficiency allows our advisers to spend more time with you!

Conversation

Stage 1

Initial conversation

Free

Research

Stage 2

Holistic Financial Planning

£2,500

Implementation

Stage 3

Implementation

3%

On the first £400,000
______________

0.5%

On funds over £400,000

Ongoing

Stage 4

Ongoing serivce

0.5%

Lets have a conversation if......

...you have investable assets of £1 million plus

This can be currently invested or in cash. We'll show you the benefits of selecting the right investments and the tax efficiencies they can provide.

...you value personal service

You'll have continuous support from our dedicated team throughout your journey with us. They know you and your goals, so you don't have to explain yourself every time you want to discuss a financial matter, saving you time. Plus, when required during times of change, we'll have regular catch ups to make sure we're on track.

...you feel under-served by other providers or private banks

Feel like you're not getting the service you deserve from your private bank or financial adviser? Our aim is to deliver top quality proactive financial planning, with swift responses to your questions and become your trusted adviser.

...you want to look after your loved ones

We can offer financial planning and advice to your children and other family members to aid with multi-generational wealth.

Contact us.

An initial chat conversation costs nothing...

Book your free initial conversation to discuss your current financial situation and aspirations to see if we're a good fit for you.

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