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.
Caolan is a Chartered Financial Planner, a Certified Financial Planner professional and became authorised to provide financial advice in May 2012. He is a Fellow of the Personal Finance Society.
Caolan is passionate about providing expert financial advice with unrivalled levels of service and transparency. He specialises in strategic planning and investment advice, helping clients to meet their financial goals.
In his spare time he enjoys sport, cooking and travelling.
Get in touch today.
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