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.
Facebook targets UK growth with 1,000 hires this year https://t.co/noNDuUKxP5 https://t.co/SuOxqvMExa
RT @TelegraphTech: Is the #Netflix bubble in the UK about to burst? | @michaelcogley https://t.co/PHcRpuboeR
Featuring Michael Douglas in the role of his father, Kirk. (via @MalcolmQuinn9) https://t.co/rIHzya4MGl
Scott Minerd has a message for his fellows at Davos who are applauding rallying markets: Things aren’t as good as t… https://t.co/Zq4838eidA
Boeing is in talks with banks about borrowing $10 billion or more amid rising costs for the U.S. planemaker after t… https://t.co/zrBYSkjgmr
#UBS shares slip after the Swiss banking giant misses profit and cost-cutting targets and slashes its mid-term goal… https://t.co/hZApK346nA
UBS missed key profitability and cost targets for 2019 https://t.co/hXVKAjO2kQ https://t.co/wODsYiE4G6
India's top court agrees to hear Vodafone's plea over $7 billion in payments https://t.co/uRP5BK1MAL
RT @BloombergLive: “It’s been 50 years of @wef, and we are always talking about disruption. But I bet we could have had a discussion on FDI…
You can keep up to speed on #wef20 by signing up to receive our Davos Diary, published through the week. Read the l… https://t.co/xj8uR2kIHV
The World Economic Forum has seen its share of milestones over the course of its 50-year history, from meetings bet… https://t.co/pKT7Y7oLIx
RT @BloombergLive: “I think there is also a very important dimension with globalization on how we do this in a more sustainable way.” Dev S…
Saudi Arabia started the sale of a three-part dollar bond as the kingdom seeks to take advantage of lower borrowing… https://t.co/lSz3BiTcNS
Mission Impossible: China can't meet its commitments on U.S. crude, LNG, coal - Russell https://t.co/MaZiU7sXjf https://t.co/r8TbvTcMrw