Private Clients

Your Financial Focus™

Our fundamental belief is that there are seven key objectives that should be addressed when advising clients:


  1. To have a very clear understanding of our clients’ goals, ambitions and financial needs

  2. To work with our clients to create a plan to fulfil their goals, objectives and financial requirements

  3. To work with our clients to implement that plan

  4. To provide advice to protect assets for current and future generations

  5. To provide taxation and financial advice to ensure our clients retain as much as possible from what they generate

  6. To provide financial advice to maximise returns from investments whilst protecting against financial risks

  7. To ensure ongoing regular reviews so that plans remain aligned with our clients' circumstances and objectives


The value of your investments can go down as well as up, so you could get back less than you invested.

Typical Client Profile 

Our priority is to add value to your situation. As long as we are able to do this, we do not impose strict criteria, instead, we have learned that we are able to bring maximum benefit in multiple ways to clients who share some of the following characteristics:


  • Successful individual or couple
  • Accumulated assets or estate generally in the region of £500,000 to £30 million
  • Annual household income is over £50,000, although most of our clients have income in excess of £100,000. There is no maximum ceiling
  • Limited time to focus on what is truly important to you and a need to identify your financial ‘number’
  • Frustration that you are, or think you are paying too much tax
  • A desire for understanding and clarity of existing financial arrangements
  • Concern that assets aren’t working as effectively as they could, or that financial risks have not been fully addressed
  • Concern over inheritance tax liabilities, ‘social’ impact and loss of mental capacity - the 'what if's...'


The Financial Conduct Authority does not regulate tax or estate planning

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