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.
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.
GET IN TOUCHMany 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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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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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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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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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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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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The performance of the portfolio over the last year has been been (again) simply stunning, and it seems to me that as well as being well positioned in terms of strategic allocation, the excellence of the investment advice within those categories has contributed significantly to the overall performance. Given that it has also been a year of extraordinary change, and hence volatility in sentiment, I think the added value provided by you and your colleagues could not have been greater. I am most grateful and look forward to expressing those thanks very warmly to both Chris and Tony.
We feel in safe hands with Saunderson House, with whom we have had a long and trusted relationship. They are enjoyable people to work with, understand our situation and we receive proper advice, which is clear, comprehensive and very easy to understand for a non-expert, as is their reporting of investment returns which have been ahead of the sector average by some margin over the past nine years.
Lawrence has been an excellent partner as I have been exploring my changing wealth situation with both the capacity and the need to plan for my future and my estate. He has the ability to think holistically, with a human view on risk and opportunity.
