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.
He is a Chartered Financial Planner who has been authorised to provide advice since 2004, and has also obtained the Certified Financial Planner status.
Outside of work he is married with a young daughter and is a keen sportsman who enjoys travel.
It is the personal service we receive from our “team” and the speed of response to any queries which arise. We have the impression that Peter is continually discussing our affairs with a view to making extremely helpful recommendations.
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