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.
Tania has completed the Advanced Diploma in Financial Planning and is a Chartered Financial Planner. Tania was announced as the winner of The Worshipful Company of Insurers’ Award 2012-13. This prize was awarded to her by The Insurance Institute of London (IIL) for achieving the highest score in the CII’s Advanced Diploma examination of all candidates who are members of the IIL.
Tania was appointed Associate Director in October 2016 and her role focusses on client service quality and efficiency.
Outside of work, Tania enjoys spending time with her family and friends, travelling, hiking, reading and baking.
