As a matter of principle (and contrary to the approach taken by most advisory firms), for two key reasons we only work with a relatively limited number of clients.
Firstly, we must believe we can add meaningful value to each client's financial affairs and truly be able to assist them in achieving their life and financial goals.
Secondly, we must be in a position to dedicate an appropriate amount of time and energy to working on our client's behalf and be able to deliver the highly personalised, premium-level service we insist upon.
We will not jeopardise our ability to deliver our service by taking on too many new clients at the expense of our existing clients, which is why we focus on working with those clients for whom our service works best and for whom we can add value.
As such, we tend to work mostly with clients over the age of 50, including those in or relatively close to retirement, widows / widowers, the owners of small to medium-sized businesses, professionals and executives. In all cases, our clients tend to be of above average wealth, with relatively complex financial circumstances and the requirement for both immediate and ongoing financial planning and wealth management.
We also tend to find that those likely to find our service of greatest benefit have, or are likely to have over the next couple of years, liquid assets invested or available for investment (which might include Cash, Pensions, ISA's, Unit Trusts, OEIC's and Investment Bonds, for example) in excess of £200,000.
Generally, we work best with any individual or family who...
- Is Serious About Taking Control Of Their Financial Future
- Wants To Achieve And Maintain A Certain Standard Of Lifestyle
- Wants To Ensure They Will Never Run Out Of Money
- Is Keen To Be Able To Look Back And Say "I'm Glad I did", Rather Than "I Wish I had"
- Recognises That Proper Financial Planning Can Make A Big Difference To Their Lives
- Wants To Protect and Grow Their Wealth And Take An Intelligent Approach To Investing
- Wants HMRC To Have As Small A Share Of Their Wealth As Possible
- Doesn't Have The Time Or Expertise To Effectively Manage Their Own Financial Affairs
- Wants To Know Everything Is 'Taken Care Of' By Professional Experts