Ambitious plans. For ambitious professionals.
For professional individuals
Success today. Security tomorrow.
Fresh perspectives. Forensic analysis. Strategic advice. These are the pillars that our services are built on, allowing high-flying professionals to continue to soar – whatever is on the horizon.
In it for the long term, our services span investments, wealth structuring, tax planning and preparing pensions for exit. And in everything we do, we help you strike the right balance between risk and return.
Independent and intelligent planning
We are proudly independent. But we are not an island. Drawing on the value of other professionals, our focus is always on the very personal needs of our client.
Wealth management services for professionals:
Discretionary investment portfolio
PERSONAL PROTECTION PLANNING
SUSTAINABLE AND ETHICAL INVESTMENT PORTFOLIOS
SPECIALIST INVESTMENTS: AIM, BPR, EIS & VCT
Pension planning
Tax planning
The Financial Conduct Authority does not regulate Will writing or tax planning. Investments carry risk. EIS/VCT/BPR are only suitable for a small number of clients. These products are high risk, and you could lose the value of the investment.
Our wealth management services
Protection Planning
Tax Planning
Retirement Planning
