Who We
Work
For
We have chosen to restrict our offering to only a select number of clients to ensure that we have sufficient time to dedicate to each one. We are not prepared to grow at the expense of service and will continually limit the rate at which our client base increases.
Although we expect the amounts that we manage for each client will typically be significantly higher than this, the minimum investment amount is currently £250,000.
Our objective is to become your adviser for life. In turn, you must be seeking a long-term relationship with your financial adviser of ideally life-time, or 5 years as a minimum.
Our clients can be:-
Self-made
Professionals
Business Owners
Property Investors
Retirees
In receipt of a pay out:
Beneficiaries of an estate/trust
Divorcees
Recipients of a legal settlement
Lottery winners
Clients of other professionals:
Trustees
Solicitors
Accountants
Other advisers
