Our clients come from all walks of life and are typically high net worth private individuals and entrepreneurs. A common value that our clients share is a need for structure and clarity in their finances, giving them the freedom to focus on the things that are most important for them. Many have very busy working lives and lack time to do it themselves, whereas others might not have the confidence or know how. We enjoy building long lasting relationships with clients and seeing the work we do help them prosper and attain their life goals.
Who are our clients?
Financial Planning
Mr & Mrs FP Client contacted us as they didn’t know whether their accumulated assets were sufficient for their future.
Wealth management (IHT)
Mr & Mrs WM Client contacted us as they had not had any contact from their existing financial adviser for over 5 years.
Company director
Mr C had been a business owner for the past 3 and a half years, he was finally making substantial profits and looking to the future.
Divorce
Mrs D Client contacted us during her divorce. She had been offered a settlement by her husband but didn’t understand what this meant.
Protection
Mr & Mrs P Client were in their early 30s and had recently had their first child, so wanted to ensure that the family would be protected.