People We Work Best With
We’re most suited to couples who are focused on a life beyond work and have a minimum of £250,000 in investable assets (pensions and investments).
Typically, our clients will be in their 50s or 60s although our youngest clients are in their early 20's and our oldest are comfortably past their 80th birthdays!
The common factor is that clients will be working toward financial freedom or efficient wealth transfer and simply will not wish to leave this to chance.
Typical client objectives will include:
General financial organisation and good money habits
Improved (ethical and mainstream) income and capital gains tax efficiency
Financial peace of mind for themselves and their families (in the event of catastrophes such as death or disability)
Investment portfolio construction and management
Improved investment and pension efficiency
Inheritance tax and estate planning efficiency
All clients work with us on an ongoing, proactive service basis.
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