Who we work with

WE LIKE THE clients we work with. Our clients include business owners, entrepreneurs, those approaching or already in retirement and those who are already affluent. They share common traits: friendly and relaxed personalities, a desire for long­-term advice and stewardship of their financial affairs and an appreciation of the value of certainty in their family’s future.

Importantly for us, they’ve also usually been referred by existing clients or family solicitors and accountants.

We have a large number of long-standing clients and have worked with many for over 30 years. Here are a handful of their stories:

Mike

Transferring wealth from a business

Keith and Irene

Creating a legacy for future generations

Sue

Peace of mind in retirement

Matt and Zoe

Creating wealth through entrepreneurial spirit

Maureen

Managing family wealth