We are an award winning, global, independent financial advice firm, with over 30 advisers supporting clients both here in the UK and internationally. For over 10 years we have been named as one of the Top FT Adviser Firms and have been awarded the Gold Standard Award for Independent Financial Advice over the same period.
Our focus is on providing the highest quality service and for us, it’s not about a one-off transaction but a long-term relationship with our clients and their families, built on a foundation of trust and respect.
As an independent Financial Advice (IFA) firm, we offer a range of financial solutions from different providers ensuring any recommendations we make best fit your needs and circumstances at that particular time.
Our recommendations will be based on a broad analysis of different products and financial instruments, and we will review these regularly to ensure they still fit with your long-term plans.
The majority of our financial planners hold either the Certified Financial Planner (CFP) status, an internationally recognised advanced financial planning qualification or are Chartered Financial Planners, the premier qualification for financial advice professionals.
We are the first firm to be dual accredited by both CISI (Chartered Institute for Securities & Investment) and the CII (Chartered Insurance Institute).
It might be a cliché, but we really do believe that the needs and aspirations of each client are unique to them and so a tailored financial plan built for the long-term is required.
Financial planning is not a process that should jump straight to financial products or investment strategies but should involve in-depth conversations about your objectives and preferences, combined with a deep understanding of the tax, financial and investment landscape.
You should feel confident of your long-term financial position and what actions you need to take, whilst also being clear on the ongoing risks and how these can be managed.
Through our ongoing advice service, we then aim to monitor your strategy over time and adjust them according to changes in personal circumstances, legislation and economic factors.
There are two main ways that we charge for providing one-off or initial advice.
In the majority of cases, we agree a fixed fee; this is presented as either a cash amount or as a percentage of an investment amount. The exact level of the fee will depend on the complexity of the work, and we can only confirm this when we have an understanding of your needs, circumstances and the work to be undertaken.
We believe that most individuals will, over time, have a need for a Financial Planner, Tax Adviser, and an Investment Manager. Some will also need international tax advice, as well as assistance with trusts and estates.
Our team consists of experienced experts, including financial planners, wealth managers and tax advisers who specialise in UK and International personal tax affairs.
As a fully integrated international partnership, we work holistically as a global team to advise individuals and their families with multijurisdictional issues, ensuring their affairs are both structured correctly and are compliant, wherever they are based.
You can read more about our private client services here.
Our advisers are highly regarded for the services they provide. Our teams are rated 4.8 out of 5 on the trusted advisor site VouchedFor.
Hear from client Amanda Dagg on how we have supported her and her family in the video below.
For us, it’s not about a one-off transaction, it’s about building a strong and lasting relationship with our clients through the generations.
If you do wish to leave us at any time, no exit fees or penalties are charged.
We offer a free complimentary consultation either in person, virtually or over the phone with a financial adviser in you area so that we can better understand your needs and talk through how we can support you. If you would like to arrange a free consultation, please click on the button below.
For over a decade, we’ve supported entrepreneur Amanda Dagg with multi-generational financial planning that embraces her ambitions in enterprise, enables her interests and protects the prosperity of her family.
Gifting can be a great way of passing on wealth to your loved ones as well as reducing the value of your estate for Inheritance Tax (IHT) purposes and general estate planning.
Join our Chief Economist and Chief Investment Officer as they discuss the global economy, inflation, interest rates, and the investment landscape.
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