We take pride in providing a comprehensive financial planning and investment service.
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.
Our experts work to invest your assets in the right way to help you achieve your financial goals.
Detailed cash flow planning can help to clarify your future financial situation and how to achieve your financial goals.
With pension legislation constantly changing it is important to establish a robust pension strategy.
He graduated from the University of Sheffield in 2006 with a BSc honours degree in Economics. He is a member of the Chartered Financial Analyst (CFA) Institute and became a CFA charterholder in 2014.
Geoff grew up in London and always envisaged a career in the City. He has a broad interest in investment and enjoys analysing both the macroeconomic and microeconomic factors that drive financial markets. Outside of work, Geoff enjoys spending time with family and friends, often whilst playing or watching sport. He played tennis to a high standard as a junior, although now finds greater pleasure spent on the golf course.