Our Service Levels

We offer three levels of service for exceptional investment advice and implementation.

We are Independent Wealth Manager, Employee Benefit and Financial Advisers authorised and regulated by the Financial Conduct Authority (FCA). We are each highly qualified, with our advisory team having at least 20 years financial services experience each. Our focus is on planning and advice, rather than selling products, and we aim to build meaningful and long lasting relationships with our clients. We work with clients to review their changing financial circumstances and objectives over time, making appropriate recommendations.

This document details the three levels of service that we offer:

Wealth Management

Bespoke service for high net worth individuals typically with at least £1m invested, or available to invest.

Financial Planning

Ongoing advice and implementation of investments, retirement & estate planning, typically suitable for those with at least £100,000 invested or available to invest.

Occasional Help

Adhoc advice and implementation of all financial planning matters as and when required, without the need for pre-agreed ongoing support. It is our aim to build a meaningful ongoing relationship with all our clients but we also appreciate that on occasion clients want advice to meet a specific standalone need.

We earn our income either through fees paid directly by clients (and agreed in advance) or fees paid by the companies through which business is placed. Please contact us if you wish to discuss our fee structure in further detail.

An initial client meeting would normally be conducted without liability to fees.