By listening to our clients we help them put into perspective their current and accruing wealth so that they can structure their financial planning from a position of education and informed choice.
Having gained a holistic understanding we can then provide detailed advice on individual aspects of their financial requirements, so that their goals and aspirations can be achieved with maximum efficiency from both a tax, legislative and economic perspective.
We also act as a sounding board, drawing upon our vast experience and challenge where we think objectives cannot be met or should be rethought.
We act for a select number of clients so that we can maintain deep and long-lasting relationships and provide expert advice and counsel whenever it is required.
We also maintain a network of trusted legal and accounting firms that we work with across the country to ensure that a cohesive full-service solution is provided regardless of what our client’s objectives might be.
Our services are bespoke to each individual however, they are often made up of a combination of the following: The contextualisation of wealth, realistic goal setting, streamlining of financial affairs, delivery of recommendations and implementation, exacting levels of ongoing service.
To aid in the construction of our advice we have sophisticated financial modelling software with the ability to provide in depth cash flow analysis to include both the good and the bad scenarios. Furthermore, we also provide specific advice on education funding, pension provision and inheritance/intergenerational planning.
Overarching this is our general counsel which has been drawn from our many years of experience.
RT @crypto: Jamie Dimon says Facebook's Libra is "a neat idea that’ll never happen" https://t.co/BmYAFoSGX3
Well, Boris' deal is just a transitional arrangement that ends after 6 yrs, but the people of NI have an option to… https://t.co/HNbMzndyY2
How the impeachment inquiry is being sold to the American public by Washington-types: https://t.co/lMKh2WeLog
Attorney General William Barr's “spying” probe is under renewed scrutiny after Mick Mulvaney said U.S. aid to Ukrai… https://t.co/TiBt8X8RTd
RT @GloriaDePiero: My constituent Graham Norman just came to my surgery. He is a lifelong Unite member who voted Leave. He begged me to vo…
This week on the #TCJANowWhat blog, @KClausing, Dhammika Dharmapala, @InternationlTax, and @NKaeding shared their t… https://t.co/3opK99B0S4
Justin Trudeau's disapproval rating hits 58%, worse than Donald Trump’s https://t.co/bRWYToQmDf via @BW
It isn't up to the EU or Ireland - or even London - when NI ends the transitional Protocol. That's up to the people… https://t.co/VzwtTkQ8UC
.@luisvonahn has made a career out of finding more efficient ways to use our time, from the creation of CAPTCHA, to… https://t.co/QGMWHxsLxO
Macron takes swipe at halting NATO reaction to Turkey's Syria incursion https://t.co/qcFBvNwBdu https://t.co/snLh66ir1W
Boeing 2016 internal messages suggest employees may have misled FAA on 737 MAX - sources https://t.co/mWsIStBtjg https://t.co/5AM3Zhp3Vb
.@luisvonahn has made a career out of finding more efficient ways to use our time, from the creation of CAPTCHA, to… https://t.co/QIuqdSxxFM
RT @IMFLive: 24 countries in sub-Saharan #Africa, home to about 500 million people, will see per capita income rise faster than the global…
Exclusive: Boeing 2016 internal messages suggest employees may have misled FAA on 737 MAX - sources… https://t.co/3TGZ5A8rZC
RT @IMFLive: Sub-Saharan Africa’s economic growth is projected to be lower than previously envisaged - 3.2% in 2019 and 3.6% in 2020. – Abe…
Donald Trump was scheduled to meet with Deputy Energy Secretary Dan Brouillette on Friday, as he seeks a replacemen… https://t.co/5hjFv0F5DK