About You

As focused wealth management specialists we are careful not to take on more clients than we will be able to cater for.

Our typical clients are owners of family controlled businesses for whom we provide advice on pension and investment provision, estate protection and wealth preservation. Retired individuals and senior executives.

You may be similar to our typical clients, or are about to retire or sell your business. You may have acquired unexpected wealth through death or divorce.

Your priority may be to protect your wealth in order to maintain your lifestyle and you may be concerned about the impact of income taxes or you may be more worried about the effect that capital taxes might have on your estate.

You may have reservations about service and advice received from your private bank or IFA and are looking for an alternative perspective.

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