Chamberlyns works with a select number of clients whose circumstances, objectives and personalities are ideally suited to the service we provide. We must believe we can add meaningful value to your affairs, truly be able to assist you in achieving your life goals and feel that a mutually enjoyable and rewarding working relationship can be developed.
You are likely to be approaching or over the age of 50, starting to consider your future beyond work or seeking support in managing your wealth. You might be an active or retired professional, executive or small business owner.
Preserving your wealth will be a priority, as will maintaining your security, comfort, happiness and lifestyle. You will be concerned to consider the impact of taxes and inflation, as well as the implications of the continual legislative and economic developments. You will also be keen to ensure your affairs are organised in a way that can deliver the outcomes you want, in the most straightforward and efficient manner.
You may never have taken professional guidance before, may have been disappointed by your Private Bank, Financial Adviser or Stockbroker, or may simply not have sought a second opinion for a while. You would like to receive a more personalised, pro-active, communicative and comprehensive service than you will from the above, from a friendly and approachable team.
You are happy to delegate but also to play your part in the ongoing planning process and the development of an enjoyable long-term partnership. You recognise the benefit both of having a clear, structured plan to help you achieve all that is important to you and having a team of impartial experts on hand to help you to make consistently good financial decisions.
Ultimately, you would like professional assistance in planning and managing your financial affairs, with a view to ensuring that your wealth makes the greatest possible positive difference to your life, to those closest to you and perhaps to the wider world as well, in accordance with you personal circumstances and values.