As a wealth management boutique we strictly limit the number of client mandates we accept in order to maintain service standards, frequency of contact and the ability to respond to your demands. We only ever accept clients where we can add substantial value to their affairs and with investable assets of £1m plus.

You will typically be a senior partner in a large professional firm or an owner manager who has or is about to retire or sell your business. You will have concerns about protecting your wealth, maintaining your lifestyle and the potential impact of capital taxes upon your estate. You will either be disenchanted with your private bank or IFA or recognise that you haven’t taken a second opinion for quite some time.