We take pride in providing a comprehensive financial planning and investment service.
When can I become financially independent?
How can I provide financial security for my family?
How do I plan for the unexpected?
When can I afford to retire?
How will long-term care impact my finances?
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
Supporting Juniors, QCs and Judges with their financial matters
Helping partners and professionals of the leading law firms
Helping charities and trusts meet their unique financial requirements
Understanding the unique income profiles of private equity and venture capital professionals
Managing the wealth of independent medical professionals
Helping NEDs to navigate their specific financial challenges
Working with you to achieve your financial goals
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.
What alternative investments are there to pensions for higher earners?
Developing an appropriate estate planning strategy is an essential part of long-term financial planning.
How can I address my broader financial needs?
In her spare time Mandy enjoys socialising, keeping fit and has a keen interest in science and tech.