That means we focus on you, rather than your money.
Experience tells us that most people come to us when they have financial concerns or challenge to solve. Alternatively, an event, such as a desire to finish work, or a recent inheritance, may trigger a requirement for expert advice.
Our planners use their expertise, knowledge and experience to address your immediate financial concerns whilst securing your long-term future.
Our clients are typically, although not exclusively, based in London or the Home Counties. They are usually planning for retirement, due to finish work imminently, or have already retired. We specialise in creating bespoke financial strategies for:
We also work with entrepreneurs who are building their business.