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Who we work with

We offer tailored financial planning and mortgage advice to individuals and companies alike, helping you plan and prepare for a future that is driven by your aspirations.

We make sure that your money is working hard to help you achieve all you want from life; we call this ‘money with a purpose’.

The clients we work with have already accumulated significant personal or business wealth, usually in excess of £200,000, but often lack the time and expertise to create a financial plan. They want to ensure they’re making informed decisions and using their wealth to achieve long-term financial security, both for themselves during retirement and for those they care about after they’ve gone.

We believe that working with certain groups of people allows us to develop an in-depth knowledge of their financial challenges and, importantly, the solutions.

Approaching retirement

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Business owners

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Senior executives

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Professional advisers

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We also offer:

Equity release advice

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Mortgage advice

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What do our clients have to say?