financial planning for business owners and professionals

We provide financial planning and wealth management to families who have achieved financial success. We typically work with households with a minimum of £1m of investable wealth, or with a pathway to get there in the near future. This can include existing investment portfolios, pension savings, or cash savings that can be earmarked for investment. Our clients are usually business owners, professionals, or executives.

The families we partner with may have complex circumstances, and often appreciate a more bespoke approach to financial planning and wealth management. Whilst they have achieved success in a broad range of different industries and professions, they all have something in common. They are humble about their success, and discrete with their money. Wealth whispers and money shouts as they say.

Our own success means we only take on a small number of new clients each year. We currently work with just over ninety households, and wish to work with no more than a hundred. This is to ensure we can continue to provide a high level of personal service to those families who engage our services, without stretching ourselves too thinly. We have no intention of growing our team, or adding further scale to our business. Our goal is to deliver first class service, and great outcomes, to only a select group of clients.

Understandably, we are particular about who we partner with. We look for clients who share our values and respect what we do. When the right people work together, it supports great outcomes and creates lasting relationships, founded on trust and friendship. If you like what we’re about, and would like to start a conversation about your finances and life goals, please feel free to get in touch.