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Wealth Management

Choosing a financial partner is one of the most important decisions you will ever make and we are confident that you will be in the safest of hands.

Our independent wealth management advisers have worked with professional sportsmen and women, entertainment and media personnel for almost 20 years and are authorised and regulated by the Financial Conduct Authority.

We have a clearly defined investment service and value proposition to co-ordinate your financial planning, tax, legal and investment requirements.

We truly understand our chosen professional sectors and the earnings patterns of the professionals who work within them. It is because of this understanding that we are able to provide a comprehensive wealth management service designed to create real value long into your retirement.

We pride ourselves on building bespoke security and wealth accumulation plans, tailored for you and offer an uncomplicated service for clients who need expert advice for relatively straightforward financial affairs.

Our objective is simple: to remove the burden of financial planning from you so that you can focus on your own professional career.

Services provided include:

  • Protection Advice
  • Retirement Planning including SIPPS
  • Institutional Managed Investments
  • Savings Strategies
  • Trust Advice
  • Off-Shore Investment/Planning
  • Inheritance Tax Planning
  • Banking & Mortgages
  • Home relocation & Property Management Services
  • Currency advice