who we advise
We work best with those looking to appoint an adviser on a long-term basis, recognising the value that a close relationship and the building of trust can bring over time, and it is rare for us to complete single transactional pieces of work without the intention of working together again. Our philosophy is the more we can get to know you and what makes you and your life tick, the better we can advise you, the more likely you are to reach your goals and the less time you will need to spend filling in forms or re-explaining your needs.
Our clients include successful professionals, corporate executives, business owners, entrepreneurs, trustees, and individuals or families with household wealth substantially higher than the national average. While our existing client’s investment and pension assets typically exceed £250,000 in value we are able to serve clients at every asset level, although in order for our advisory fees to offer you the best value our suggested minimum amount for which we recommend our initial service is £20,000. Likewise, our ongoing advisory service is best suited to balances in excess of £50,000.
With our office located in central London, our clients usually live in the south-east or work within relatively easy reach, so that travel does not restrict your or our ability to meet in person.