Many of my new clients are referred to me by existing clients.

The reason is that I put advice before sales and concentrate on building a long term client relationship so that as their needs change, their financial position and solutions can also change.

My clients fall into one of two main categories:-

Private Individuals

Private clients tend to require assistance with

• Building and preserving capital
• Financial protection against risk
• Management of cash and borrowings

Please see the links below for further information.

Corporate Clients

Corporate clients have the same basic needs as private individuals but increasingly employers and business leaders are expected to take more responsibility for employee well being. Therefore, we also assist them with

• Corporate planning
• Corporate pensions
• Employee benefits

Please see the links below for further information.

Our Services for Private Individuals     more

Our Services for Corporate Clients     more

Client Testimonials     more