I help busy people make better decisions with their money. I offer an introductory meeting with no obligation and from that I can build them a plan to save time and worry and offer some easy steps they can use to grow their wealth.
We serve the financial needs of individuals, attorneys, trustees, business owners and families throughout the UK. We’re also renowned for advising time-starved senior executives of large multi-national organisations, presenting a clear explanation of often complex benefit arrangements, including the impact of Annual and Lifetime Allowance charges, LTIP and other Share Incentive Plan arrangements.
Our team work closely with clients to gain a deep understanding of their needs and objectives whilst undertaking in-depth analysis of existing arrangements. It is important to consider and review available reliefs, allowances and attitude to investment risk. Where necessary we will happily liaise with other professional advisers to ensure the best possible outcome.
Support and on-going service is critical to long term financial planning and as a minimum our clients are invited to attend an Annual Review so we can take account of any changes in circumstances. We also update our clients on legislative changes and the performance of their portfolio.