Very few of us manage our finances well. That is hardly surprising: the financial world is complex and fast changing and we have neither the time nor, very often, the inclination to make the most of what is on offer.
Our objective is to work with successful, open minded people, to first preserve and then build their wealth with a view to securing long-term prosperity for our clients and their families. We believe that our clients want a service that is simple, transparent and effective and our process is designed to systematically assess, report, implement and monitor the ongoing management of your wealth.
Your financial situation is unique and so, if financial advice is to be truly valuable, it must be based on a comprehensive and detailed overview of your financial circumstances.
That is precisely what we mean when we say that we offer a personal wealth management service. We do not provide off-the-shelf (or off-the-web) solutions.
We provide face-to-face advice and we specialise in meeting the financial needs of people who have created more capital, or who earn higher incomes, than average, and whose circumstances are therefore more complicated than usual. Our clients ask us to help them address simple and straightforward issues and also to resolve complex and multi-faceted problems. In every situation though, we respond with reliable and personal advice designed to suit their individual requirements.