How we can help other professionals

We can help you and your clients by providing holistic financial advice. We are experienced in working closely with other professionals, including solicitors and accountants, for the benefit of the client.

Our approach

We are accustomed to developing long-standing relationships and by working together, we can provide coordinated advice with a greater understanding of the client’s circumstances and needs.

We provide a bespoke service tailored to a client’s individual needs, in particular:

  • Planning during and after divorce
  • Cashflow modelling and financial forecasting
  • Financial planning following the sale of a business
  • The use of trusts
  • Inter-generational wealth transfer
  • Philanthropy and charitable foundations

How we can help

Trusted adviser

We work with you to provide a more comprehensive service to clients, helping them to make the right decisions to achieve their goals.

Fee based

We are fee based and our advice is founded purely on suitability to meet a clients’ needs and financial objectives.

Investment independence

We can work with both internal and external investment managers depending on suitability for the client.

How to contact us