A Unique Strategy

Our aims are to:

• Help our clients to look at their financial affairs with a sense of perspective
• Tailor an individual financial plan having carefully considered their objectives
• Implement appropriate solutions within a framework of current legal, financial and investment considerations

We recognise the value of empathy, and the important bonds of trust and understanding which are the foundation stones upon which a successful long-term professional relationship is based.

Before making any recommendations, the first step in creating a strategy for our clients is to spend time getting to know and understand them as individuals.

Such a strategy cannot simply be taken off the shelf. Genuinely effective advice and appropriate solutions can only be put together based upon a detailed understanding of each client's personal circumstances.

Following the initial discussion and analysis, the next phase is for us to prepare a bespoke report, which contains specific recommendations designed to assist our clients in achieving the personal objectives we have identified together.

Once these recommendations have been fully discussed and considered we can assist our clients by implementing the personal solutions we have created for them.

These solutions are able to address a wide range of issues, for example:

• Estate planning and inheritance tax mitigation
• Creating financial independence using tax efficient investments
• Retirement planning, including self invested pension solutions and advice on the most appropriate ways of taking pension benefits

From strategy, to recommendation and implementation we offer a comprehensive package of bespoke financial planning support, designed specifically to meet the needs of higher net worth individuals who are seeking an integrated solution and a genuinely personal level of service.

Continuity

What might be an appropriate decision at the outset may not be so a year or two later. Changes in personal circumstances or new legislation will create the need to review your individual strategy.

The need for a regular review and appraisal of client circumstances makes our ongoing role as a trusted professional adviser particularly important.

Our clients genuinely value continuity and the benefits of being able to speak directly to people who they know personally and who have a detailed understanding of their requirements.

At a time when many institutions are becoming increasingly impersonal in the ways in which they communicate with their customers, it is reassuring to know that as one of our clients you will have access to specialist advice as and when you need it, on a personal, face-to-face basis.

A Wealth of Experience

We recognise that choosing the right professional adviser is a vitally important decision. It can make a very significant difference to an individual's financial security and perhaps most importantly, the overall peace of mind which comes from knowing that one's affairs are being handled by a trusted and understanding adviser who is focused on achieving mutually-agreed goals and objectives.

Developing this level of trust, confidence and understanding takes time - the time to listen, to develop a comfortable sense of rapport - the time to share the values and the aims which are important to you.

We have therefore made a conscious decision to restrict the services we provide to a manageable base of higher net worth clients for whom we believe the solutions we are able to create are particularly appropriate.

We believe that this makes us more available to our clients, to spend time listening to their concerns, understanding their needs and responding promptly with appropriate advice and guidance; or just to provide a valued second opinion.

We have developed considerable experience in advising higher net worth clients built up over many years, and encompassing a wide range of individual circumstances. Experience and knowledge are perhaps our greatest assets and are a fundamental reason why clients choose to retain us as their advisers.

Our advice is not limited solely to individuals and their families. As part of our comprehensive service we are able to offer specialist financial planning advice to partnerships, limited companies and trustees.

Our expertise is regularly called upon in the specialist commentary we are asked to provide in the national media, including newspapers such as The Financial Times, The Daily Telegraph, The Independent and website and radio broadcasts for the BBC. Our Press & Media section provides copies of recent financial planning articles and client case studies which you may find of interest.

Each of our clients is unique. If you would like to speak to us about the ways in which we may be able to assist you to achieve your personal objectives, please contact us to arrange an initial discussion.