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
