By deliberate design, we only act for a relatively small number of clients, seeking to build close long term professional relationships with each one.

We take a collegiate approach to each client with respective specialists contributing to the overall financial and investment planning process co-ordinated by the lead relationship manager. This way we feel that clients get the optimum levels of advice and service and gain the input of the whole team. We dislike the ‘general practice’ approach used by many other advisory firms but prefer operate as financial specialists in order that our clients receive specialist advice from the most appropriate IQ specialist.

Our primary motivation is to put our clients’ best interests at the heart of everything we do.

As financial specialists we provide services aimed at addressing the stated concerns of our clients. We declare firmly that we will never sacrifice quality or expertise for company size but continue to operate as a unique, boutique wealth manager.

Fee Only

Understandably, we acknowledge that there is a growing aversion to commission-based advice.

Clients deserve to receive uncompromised recommendations and advice which is why we prefer the fee-only approach when dealing with their affairs. We offer a fee-based service so that we are able to offer truly impartial advice and counsel. Further we are fiercely proud of our independence from financial insitutions which means that we are always free to make recommendations which genuinely put our clients’ interests first.

Service

Our clients require the highest standards of technical excellence and service. Our passion and desire is to deliver an unrivalled combination of financial planning and investment management. Our clients are righly demanding individuals who recognise the need to implement a disciplined structure to their financial decision-making. They are people who lead busy lives who wish the highly developed assistance and support that we offer.

Focus

Our primary focus is to keep our clients on track so that over time they achieve their financial goals and objectives. This process may require Trust and Will planning, mortgage repayment planning, investment management, multi-currency portfolio construction or any combination of such activities. By working with small numbers of clients and highly specialist allied professional partners we are able to bring huge experience and knowledge to the individual circumstances of our clients.