Our ideal clients

  • Want to work with a trusted, qualified, experienced and unconflicted professional adviser
  • Have accumulated a reasonable level of wealth
  • Appreciate getting help with organising their financial affairs
  • Want to form plans which are realistic and achievable and tailored for their unique circumstances and needs
  • Want to invest via platforms that are reliable, stable, efficient and transparent
  • Want to invest in products which are simple, flexible, accessible, transparent, offer value for money and likely to achieve their goals

Individuals creating wealth

  • You have been saving and investing for some years
  • You wish to achieve financial independence by the time you retire
  • You want to work with a team who has the knowledge and experience to guide you to your goals
  • You want to put in place a plan to achieve this
  • You want to put in place a succession plan in the event of your untimely death which protects and provides for your loved ones
  • You want a partner to advise, implement and manage your wealth towards meeting your goals so that you have peace of mind

Retired or retiring individuals

  • You are going to retire now or in the next few years
  • You need a plan for how your hard-earned savings and investments can best be deployed to meet your retirement goals
  • You want to work with a team who has the knowledge and experience to guide you to your goals
  • You want to put in place a plan to achieve this
  • You want to put in place a succession plan for wealth transfer to your loved ones
  • When you have retired you want a partner who will advise, implement and manage your wealth towards achieving your goals so that you have peace of mind

Business owners & entrepreneurs 

  • You own a small business or are an entrepreneur
  • You need specialist advice on how best to implement a retirement savings scheme for you and your staff
  • You want to work with a team who has the knowledge and experience to guide you through the available options
  • You want to put in place a succession plan which will protect your business and family in case of death or disaster
  • You want a partner to advise on, implement and manage this process so that you can focus on your business with peace of mind

High net-worth families

  • We serve as a 360-degree financial management firm and personal chief financial officer for the ultra-affluent, often providing investment, charitable giving, budgeting, insurance, taxation, and multi-generational guidance to a whole family
  • Due to the inter-linked nature of many ultra-affluent families, we are able to provide a very robust and comprehensive wealth management solution that looks at every financial aspect of an ultra-wealthy family’s life
  • Of particular importance is the management of the family’s passive investments, assisting senior members of the family with the planning and implementation of their legacies and ensuring the safe and tax-efficient transfer of wealth when they die
  • We work closely with the family’s other specialist professional services providers like attorneys, accountants and trustees

Trusts & Trustees

  • We provide financial planning advice to trusts and trustees with regard to the domicile, investment and management of trust assets
  • We serve as independent professional advisers to trusts and trustees so that they can avoid any conflicts of interest
  • We manage trust investments to meet the objectives of the trust and the needs of the trustees
  • We monitor trust investments and periodically report on progress and changes to trustees
  • We assist trustees to manage trust investments in a way which complies with their legal, ethical and fiduciary responsibilities

How I work

To see how I work and the steps we follow, please click here.