Our services

“A one-stop shop”, not our phrase but that of our clients. They tell us they come to us for the tax and financial planning advice and stay because of the investment performance.

We are highly qualified in all areas of wealth management, from investments and pensions to tax and estate planning. That said, we know where our competence ends and someone else’s begins.

For example, in estate planning we guide the process but work closely with a client’s solicitor on the updating of Wills etc.

The same is true where detailed tax work is involved and the client’s accountant plays the lead role.

While we relish the role of star performer, we are just as happy to be the ring master, assisting and guiding the other trusted professionals.