About us

Our purpose is simple. It is to be our clients’ and their families’ lifetime trusted financial partner, counsel and expert. Our job is to improve our client’s financial performance and well-being, giving our clients the financial confidence, capability and encouragement to live the life they want to live today and in the future.

Victoria PlattClient Relationship Director

We’re a firm of Chartered Financial Planners, focused on helping senior executives, business owners and their families to achieve their ambitions in life.

Our approach helps our clients identify, achieve and maintain their desired lifestyle, without the fear of running out of money or dying with too much. We focus on achieving life-changing outcomes for each and every person we work with. Our clients’ stories demonstrate that we have a track record of doing so.

By design, we only work with a relatively small number of client families; a strategy which allows us to devote a significant amount of time and attention to each client relationship.

We offer a highly personalised service. We first take time to understand our clients’ needs and objectives. Next, we create and implement highly bespoke financial planning strategies and wealth solutions. We review these regularly to ensure your strategy remains on track.

Our clients are happy to delegate the responsibility of managing their money to us, and our work often goes above and beyond the ‘financial’. We get to know our clients and build enduring, trusted relationships. In turn, this enables us to truly understand their objectives for life, not just their money. We can then align their financial strategy with their most deeply-felt aspirations.