Like some of our existing clients, you may be a serial entrepreneur who has built up and sold a number of businesses. Alternatively you may have acquired capital over time or through a life event or from a successful career.
As a custodian of wealth you want to continue funding your existing lifestyle, support your family and pass it on to the next generation, in the best possible way.
You welcome and recognise the value of expert advice and professional business relationships.
You want to feel both excited and reassured about your financial future.
You want to be able to relax about your money and focus on what's really important to you.
You earn over £100k per annum or have investable assets (savings, investments and pensions) of over £1 million.
If this sounds like you and you'd like to know more about becoming a client, we'd love to meet you and hear about you and your story.