We offer face-to-face advice and specialise in meeting the financial needs of people who have created more capital, or who earn higher incomes than average and whose circumstances are therefore more complicated than average.
We offer a personal wealth management service, we do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:
- Build or preserve wealth
- Manage cash and borrowings
- Gain financial protection against risk
One of our key guiding principles is to create and maintain long term relationships with clients, the majority of whom choose to continue a working relationship with us indefinitely, appreciating and respecting a source of trusted advice as their financial needs evolve over the years.
Our client retention is over 95% and the level of satisfaction may be judged by the fact that most of our new clients come to us as a result of word of mouth recommendation from existing clients.