We work with a broad range of high net worth individuals with complex financial affairs, who often have little time to spare. Here are just some of the specialist areas we work within.
Helping accountants to maximise their wealth and maintain their compliance
Understanding the unique income profiles of private equity and venture capital professionals
Helping NEDs to navigate their specific financial challenges
Our experts work to invest your assets in the right way to help you achieve your financial goals.
The world economy is slowly beginning to recover from the after effects of the COVID-19 pandemic. However the economic outlook remains highly uncertain, with risks of a second wave of the virus, high levels of unemployment, and a further decline in global trade still looming on the horizon. During times of market volatility such as these, it’s important for investors to take a step back and re-consider their appetite for risk alongside their capacity for loss within their portfolios.
In this webinar, our financial planning experts will cover:
Georgina Fry, Chartered Financial Planner (Chair)
Olly Cheng, Associate Director
John Hill, Head of Technical Research
This event has now passed. Please click here to view the on-demand version of the webinar.
If you would like further information about our services or would like to arrange a complimentary, obligation-free telephone conversation or meeting to discuss your requirements, please contact us.
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