Many of our clients have a team of professionals working on their financial affairs and we know that by working together we can provide the most effective solutions for them.

We have strong, established relationships with professional advisers across the UK and have specialist capabilities in a number of complementary areas.

  • Periodical payment & tender suitability assessments for recipients of personal injury awards
  • Lifetime financial planning and wealth management for personal injury claimants
  • Expert advice in divorce cases
  • Investment strategies for UHNW families
  • Inheritance tax planning solutions
  • Lottery awards
  • Family wealth succession planning
  • Specialist US investment service for US citizens and US-connected persons
  • Offshore investment, focussing on investment situs and income restrictions

Our services

Our financial planners and investment professionals can create a financial plan and investment portfolio to help your clients reach their goals.

Financial Planning

There is no ‘one size fits all’ solution for financial planning – our service is personal and dependent on your clients needs.

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Investment Management

We have a range of products to suit different attitudes to risk and investment objectives.

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