| We
work exclusively with clients for whom we can add significant value and make a
real and lasting difference in realising their financial goals. In
most cases our clients are aged over 50 and are thinking about retirement / business
exit strategy, or are already retired. In all cases, they will have financial
challenges to solve which may include:
- Capital
preservation
- Controlling investment costs
- Risk
management
- Tax reduction
- Cash
flow management
- Wealth enhancement
- Wealth
transfer
- Asset protection
- Charitable
planning
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In
order to provide a high level of personalised attention for each individual, we
work with a limited number of clients. Since we specialise in meeting the very
specific needs of wealthy individuals, we work with clients who have at least £1 million
of investment capital.
We deal primarily
with four types of client:
- Successful
entrepreneurs and business owners
- Senior
executives
- Senior legal and accounting professionals
- Trustees
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