Our Services

We provide independent financial advice to high net worth individuals, business owners, solicitors and accountants.

 

Examples of our work:

Advising wealthy clients on their personal finances and objectives

Working closely with our clients' legal and tax advisers

Arranging personal investment strategies for pensions, ISAs and general investment accounts

Advising on and arranging family SSAS and SIPP pensions 
Advising on and arranging life insurance
Advising trustees of their investment options 

Acting as expert witness in cases involving financial products and advice

Pensions

Savings & Investments

Protection