What we offer
Private wealth services for individuals, families and business owners. Services will be available once the firm has launched.
Financial planning
We start with what you want your money to do, then build a plan that covers your income, assets, tax position and goals, and update it as your life changes.
Investment management
Portfolios shaped by your goals, your timescale and the level of risk you are comfortable with, with regular reporting in plain English.
Retirement and pensions
Working out what you will need, how to build it and how to draw on it in a way that lasts.
Estate and inheritance planning
Thinking ahead about how your wealth passes to the people and causes you care about, working alongside your solicitor and accountant.
Business owners and entrepreneurs
Planning that treats you and your company together, including what happens when you sell or step back.
Families and the next generation
Helping families talk about wealth, and getting to know the people who will one day take it on.
How we would work with you
Conversation
An initial talk about where you are and what matters to you.
Plan
We set out what we recommend and why, in plain English.
Put it in place
Once you are happy, we do the work and keep you informed.
Review
We meet regularly and adjust the plan as your life changes.
Fees
Add how the firm will charge, and any minimum client size, once confirmed.
Start with a conversation.
Tell us what you are thinking about and we will come back to you.