How We Work

We are a focused, dedicated team of highly-qualified financial planners and experienced support staff.

We advise Private Clients and Business Clients.

In a complex financial world, we work very hard to maximise our clients’ financial position.

We are absolutely committed to being effective and adding value to our clients’ affairs.

There is simply no substitute for careful listening and face-to-face discussions.

The Logistics

We will meet with you initially, to understand the issues, your circumstances and your objectives.

We will provide you with our Business Terms, contained in our Standard Engagement Document.

We will then agree what will happen next and how we will engage initially and in the future.

Our Fees

You can engage us on a time-basis, an agreed fixed fee, a percentage of assets that we are advising on, or a combination of these. Once we have met and discussed your particular requirements, we will then be in a position to confirm our fees.

Our Clients

Rather than defining our clients in monetary value terms with minimum assets or income, our clients usually have one or more of the following attributes:

We are happy to advise UK resident clients, whether UK domiciled or non UK domiciled (including US reporting clients)*.

We work closely with other professional advisers, whether they are already appointed or if they need to be appointed as part of our own work.

*Where clients are non UK domiciled, there must be an appointed and suitably qualified tax adviser with whom we can liaise. We are not tax advisers.