We only work exclusively with a limited number of clients for whom we can add significant value and make a real and lasting difference in realising their financial goals.

In most cases, our clients are retired, about to retire, widowed or divorced. In all cases, our clients seek to protect and grow their assets. In order to provide a high level of personalised attention for each individual, we work with a limited number of clients. Our Wealth Management service is a specialist service designed to meet the very specific needs of wealthy individuals, we therefore only offer this service to new clients who have £500,000 or more of investable assets.

We deal primarily with five types of client:
• Successful entrepreneurs and business owners
• Senior executives of quoted businesses – often at board level
• Senior legal and accounting professionals
• Widows and Divorcees
• Trustees of substantial settlements