How we work
Everything we do is based around your needs, so it is essential we establish those needs first face to face – and keep in regular communication to ensure we can always match our services to your changing requirements.
It is rare for us to work on a one-off basis, and it is far more usual for us to continue to provide ongoing services where appropriate. We have a fee-based philosophy and charge out the time we spend working for you although the first meeting is free.
Who we work with
Our client base is drawn from across the UK and comprises high net worth individuals and family owned businesses. Most have been with us for many years – we gain new clients each year and lose very few.
As we are a business based on strong relationships, we always ensure you are matched with an adviser who does not just understand your requirements and how to meet them, but is also on your ‘wavelength’ and can anticipate your needs.