With Guardian:CONNECT, we become part of your professional team rather than another voice competing with it. We can introduce and coordinate the specialists around you, keep your existing advisers in the loop, and each year rebate part of your fee toward the professional advice you need elsewhere.
A single-family office coordinates every specialist a wealthy family needs under one roof. Guardian:CONNECT gives you the same coordination without the standalone cost, with Herbert & Webster acting as the regulated conductor.
Most people accumulate advisers one at a time: an accountant here, a solicitor there, a mortgage arranged years ago, a currency provider found in a hurry before a purchase abroad. Each is competent in isolation. What is missing is anyone making sure they add up.
That is our role. We keep the advisers you already have and value, and where you need someone new we introduce a specialist from a vetted panel. Either way, the coordination runs through one point of contact, and the recommendations arrive joined up rather than in fragments.
We introduce a specialist only when it genuinely helps, and never for a fee. The panel spans the areas that most often sit around a complex financial life.
Each year, clients within Guardian:CONNECT receive an allowance worth up to 10% of the ongoing fee they pay us. It can be put toward the cost of additional professional advice: an accountant, a solicitor, or a new specialist we recommend from the panel.
The allowance is a discretionary benefit and resets annually on the first of January. It is not rolled over from one year to the next, and unused allowance is not converted to cash. Its purpose is simple: to make it easier to take good advice at the moment you need it, rather than putting it off because of the bill.
One family came to us during the sale of their business, with roughly £10M of assets to steward once the deal completed and six different professionals already involved.
Over the engagement, Guardian:CONNECT kept the corporate-finance adviser, the accountant, the solicitor, a currency specialist and the investment work moving in the same direction, with a Guardian allowance used toward the third-party fees along the way. The value was not any single piece of advice. It was that six conversations became one.
Guardian:CONNECT
Every ongoing client has a Guardian allowance: 10% of your annual fee, set aside each year toward the cost of the accountants, solicitors and other specialists around you. Enter the value of the assets we would manage to see an illustration.
Your ongoing fee
£10,000
0.5% p.a. · minimum applied
Guardian allowance
£1,000
10% of your fee, each year, toward professional costs
For illustration only. The allowance resets on 1 January and cannot be rolled over. The ongoing fee fluctuates with the value of your investments, which may go down as well as up.
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Guardian:CONNECT is open to clients on our minimum ongoing fee of £10,000 a year. If your financial life has more moving parts than any one adviser can see, let's talk.