Wealth planning is the starting point for everything that we do, so we put a lot of time into understanding your background and the objectives of family wealth.
We understand (first-hand) how demanding a successful career can be in financial services, which means your financial planning may have previously taken a back seat.
We can fix this, giving you a dedicated and highly experienced adviser who will create a financial plan for your specific circumstances. Our advisers are very familiar with career paths like yours and are able to help in a number of ways, from matters such as new wills and LPAs to merging pension pots and arranging bespoke life insurance coverage.
Sophisticated investors benefit from our approach and the strategies we deploy, allowing us to enhance tax efficiency while supporting intergenerational wealth plans. Our consolidated reporting gives you real insight, combining document management with data reporting via a singular and secure web portal. Not only can this support decision making but in a worst-case scenario it can prove invaluable in helping your family become fully informed about your estate.
When it comes to investing, we appreciate you may want something more flexible. Our open architecture allows us to offer best of breed investment solutions from throughout the industry, with our inhouse team working constantly to deliver a flow of cutting-edge ideas.
As well as including tax advantaged solutions such as VCT and EIS, we are able to facilitate investments in private markets and connect you with similarly entrepreneurially-minded people who bring more than just wealth to such an opportunity. We understand you may miss the thrill of being involved in investments, which is why we have made private market investment such a key part of our offering for people like you.