For business owners, executives and families with £1M or more in investable assets who want their financial affairs coordinated, not just their portfolio managed.
Many successful individuals reach a point where their financial affairs become more complex than any single adviser was built to handle. Investments, tax, pensions, estate planning and trusts all start to need coordination.
Most wealth managers focus on the investment portfolio. We take a wider view. As the regulated conductor of your financial affairs, we join up the advice across everything you own, not just the part we manage.
This is what a family office does: coordinated advice designed to protect, grow and structure your wealth for the generations that follow, with one trusted point of contact sitting at the centre of it all.
A major benefit of our service: we do not require you to move all your investments under our management. We work with what you have and coordinate the rest.
Using our 3Ls framework we structure your wealth across the short, medium and long term, aligned to your objectives. We do not require you to move every investment under our management.
We coordinate with your accountant and tax specialists to keep the whole arrangement as efficient as it can be, wrapper by wrapper.
Where it fits, we help form and run a Family Investment Company (FIC) to hold and manage your family’s wealth.
Planning ahead so wealth passes to the next generation in the most efficient way, with control kept in the right hands.
We work with accountants, solicitors, banks, FX brokers and fund managers so your strategy is fully integrated, with one point of contact at the centre.
We have deliberately stayed small and director-led. Where large institutions optimise for scale, we optimise for attention: every relationship handled with care, consistency and direct access to the people making the decisions.
As an independent firm, directly authorised and regulated by the Financial Conduct Authority, our recommendations are free from outside influence. And because we work alongside your existing bank, accountant and solicitor rather than in competition with them, you keep the relationships you value while gaining a single point of coordination at the centre.
We will know you by name, understand your circumstances, and build a long-term relationship based on trust, clarity and continuity.
A private wealth adviser gives strategic advice to individuals and families with significant assets, coordinating investments, tax, estate planning and long-term strategy in one place.
A family office manages the financial affairs of wealthy families, coordinating investments, tax and professional advisers. Our service offers many of the same benefits, tailored to families with £1M or more in assets.
A multi-family office provides those services to several families rather than one. Our approach uses the same principles: coordinated advice, long-term planning and oversight of your wider affairs.
Yes. We regularly work with accountants and legal advisers to help clients structure and manage FICs as part of a long-term wealth strategy.