Independent Fixed Fee Financial Advice Tailored To You

Typically targeted at high-earning, busy professionals who have limited time and require a structured approach to managing their finances. This includes strategies for tax-efficient accumulation to meet their family's needs.

For those who have built up wealth (typically £500k+) and have more complex planning requirements, such as exiting a business, preparing for retirement, and transferring wealth to future generations through estate planning.

High-net-worth individuals, families, or trusts with investable assets exceeding £5 million. These clients require sophisticated financial guidance, including strategic coordination across multiple investment managers to effectively implement a comprehensive financial plan.

Specific life events, such as divorce, personal injury, or deputyship, necessitate specialised planning considerations. This may involve creating a lifelong sustainable income stream, addressing future capital requirements to support impairments, or meeting long-term disability needs.