The following is a summary of some of what we do. A visit to our website will give you a better understanding of the complete range of service that we offer.
The Bigger Picture
The Bigger Picture
We achieve a positive difference in the lives of our clients, their family and friends. We enable our clients to focus on what they really value and want out of life. We encourage open dynamic thinking and offer a lifelong perspective so that when you look back on your life, you will have a tremendous sense of peace of mind, secure in the knowledge that you lived by your values and accomplished what was important.
Deeply Rooted
We provide a space for you to think deeply and identify what is truly important to you. We apply our expertise to create an authentic plan that provides you with the best route to accomplishing your goals.
Implementing Change
Most of our clients are busy, successful people. You may even have heard of some of them. Even before we were involved, our clients often had goals that they were working towards. However, our experience is that very few people, however famous or successful, have a unique clear workable plan that provides the motivation required to deliver a lasting sense of achievement. Having goals or even a written plan is fruitless unless it is implemented. That’s why we decided to only work with clients that take action and understand the power and purpose of delegation and why our clients achieve the results they seek.
Faithful Fiduciary
Our role is highly personal. You will need to trust us with very individual, often confidential information. It will be apparent then, that we need to respect and trust each other. We will work hard to earn your trust by ensuring that we keep our promises. We will require you to meet with us in person twice every year to review your plan and progress. So it is will be important that we like each other too!
Personal Touch
Our expertise is located in South West London, near Wimbledon. The majority of our clients and professional connections are based within this area. Meetings are held at our offices.
Added Value
Time is not money, time is freedom. We have limited availability and restrict the number of client meetings that we can realistically provide. Our service is professional, unique and personal. We charge fees for the work we do and the invested assets on which we advise, therefore this will be specific to your circumstances. Our new client minimum fee for the year is currently £3,600. We will always agree a fee in advance of any work conducted. There will be no “surprises”. Invariably many clients pay their fees from their investment portfolios.
Bespoke Service
We provide a bespoke service, working in partnership to enable you to have the best chance of achieving your goals.
We will create your unique Financial Plan which will act as a working document reflecting the essence of what is truly important to you. This will effectively act as our mutual guide upon which all future financial decisions are based, so our attention to your detail is vital.
We will implement the Plan and agree how best to review progress. Our initial process typically takes 3 years to fully craft, implement, review and imbed your Plan.
We will work with your other advisers and perhaps other experts to ensure that any actions taken take full account of your long-term aims, rather than the purely seeking short-term advantage which may run counter-productive to your real goals.
We will provide you with the necessary support to make difficult decisions and will not avoid providing you with an accurate evaluation.
Click HERE to see our Complete Services online Brochure
