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If you would like further information about our services or would like to arrange a complimentary, obligation-free telephone conversation or meeting to discuss your requirements, please contact us.

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Who We Help

Financial Advice For Accountants

Many of our clients are current and retired partners as well as directors, chairs and senior executives of the Big 4 and other top tier accountancy firms. We use our intricate knowledge to help them to manage their challenges and reach their financial goals.

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Ian McNally
Ian McNally
Director
T: 020 7315 6513

Financial Advice For Barristers

We serve Juniors, QCs and Judges. Our expert team will work to help ensure financial peace of mind, leaving clients free to focus on their extensive work demands.

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Simon Maydon
Simon Maydon
Associate Director
T: 0207 315 6546

Financial Advice For Charities

Our dedicated charities team is committed to the development of our needs-led proposition for charity clients. Built around trust and transparency, our approach is honest, friendly and professional.

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Financial Advice For Medical Professionals

Senior independent medical professionals trust us to help achieve their financial objectives, leaving them free to focus on their patients and enjoy their free time.

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Tom Walklate
Tom Walklate
Associate Director
T: 020 7315 6655

Financial Advice For Lawyers

Working with many law firm clients means we have a deep understanding of the intricacies of the legal profession and the financial considerations that go with it. Our seamless combination of financial planning and investment management expertise will provide you with a holistic service to help meet your financial goals.

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Ian McNally
Ian McNally
Director
T: 020 7315 6513

Advice for Private Equity Professionals

Working in partnership with private equity and venture capital professionals to help them achieve their financial goals. We provide a holistic financial view, a human approach to managing risk and effective performance reporting.

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Lawrence Mason
Lawrence Mason
Director
T: 020 7315 6644