Who we advise
Our clients are people with important and often complex decisions to make about their investments and financial plans. They are busy people who have little time to spare. They often have high income and/or significant investable assets.
To find out more about becoming a client please contact our Head of Marketing, Philip Courtenay:
T: 020 7315 6500
Our clients include:
Law firm partners have very distinct needs, earning patterns, lifestyle expectations and compliance obligations. We have been advising partners at numerous City law firms like Clifford Chance, Slaughter and May, Linklaters, Freshfields, Allen & Overy, CMS Cameron McKenna, Norton Rose Fulbright, Macfarlanes, White & Case and Hogan Lovells for many years.
We have a great deal of experience in the specific needs of accountancy firm partners, from their earning patterns and lifestyle expectations to their very rigorous compliance obligations which we ensure are never breached. We are on the panel at three of the big four accountancy firms and advise a large number of their current and retired partners.
Barristers have individual earning patterns and we work with these to ensure their lifestyle expectations can be met wherever possible. We advise barristers and QCs from some of the City’s leading chambers.
Our private equity partners often use our investment service as a diversifier from the funds their company holds. We also serve a number of highly successful entrepreneurs.
We serve City professionals including management consultants and those working in banking and finance.
We aim to help charities and trusts meet their objectives by advising them on how to prudently invest their funds. We recognise that attitude to risk and investment horizon vary widely from one charity to another so we work closely with the charity trustees to ensure that we are meeting their desired financial goals and obligations.
Directors and senior executives in FTSE 350 companies need an adviser to focus on their personal finances, occupational pension scheme benefits and related exit options, and employee share schemes. We advise leaders in many industries including technology, private equity, real estate, media and politics.
We appreciate the financial considerations of those transitioning from executive to non-executive roles as well as the needs of established non-executives and people with portfolio careers.
We place life cover for some of the largest family estates in the country. We have experience arranging policies with large sums assured using our network of contacts in the underwriting departments of insurance companies, often working to tight deadlines.