Our independence is very important; not just to us, but to our clients too. We are:
We cut our teeth in large, well-known wealth management companies such as Coutts. However, we work our processes around the needs of the client, not the other way around. This means that our clients receive a genuinely bespoke service which is delivered one-to-one.
We provide truly independent advice focused on the needs of the client, rather than the needs of unknown shareholders. We are not tied to advising on any specific financial products or providers.
Experts in our field
Over the years, we’ve developed an in-depth understanding of the needs of specific types of people: professionals planning their retirement, people who are in retirement, people in later life, business owners and young professional footballers. These are the areas on which we focus our training and development, so our clients know they are working with the right expert for their needs. Click here to find out more.
We are a small, friendly team of financial planners who are on-hand to support you in your financial planning. With a base in London, we are happy to meet clients at our offices or at their home or workplace.