For Individuals

Much of our work for individuals is by recommendation or is carried out for long standing clients.

"Your service was excellent, thank you."
Mr H.

We are always happy to welcome new clients many of whom welcome our different approach on fees, independence and professionalism. Many become clients because they are disillusioned with previous advisers, have lost touch with them, are ready to stop being treated as a number or being dealt with from a call centre or a remote location.

Typical areas where we help clients with investments can include:

Proceeds of property sale

Investment of an inheritance

Improving tax treatment

Simplifying your affairs

Investing a compensation award or divorce settlement

Reinvesting your portfolio into a more suitable arrangement

Estate planning or tax planning