Our clients tend to be 'high net worth' individuals, professionals or academics and are usually within 5 years pre or post retirement.
The majority of our clients are based in the East Midlands, although we do have a small number of notable and enjoyable connections further afield. Our clients are committed to providing us with full information about their circumstances, in a timely manner and willing to engage in discussions around the impact their wealth has on their lifestyle and family.
Our clients are usually recommended to us by an existing client or their accountant or solicitor.
The specific reasons for these introductions are many and varied, but tend to fall into the following categories:
- A desire to become financially organised, having accumulated a number of investments and/or pensions over their lifetime.
- Experiencing a life changing event such as retirement, change of employment, receipt of an inheritance or divorce settlement.
- Disenchantment with existing advisers and/or performance of their current investments.
- A desire to reduce a current or expected tax liability, especially Inheritance Tax.
We work with a limited number of clients so that we can provide a high quality, bespoke and personal service.In our experience, we can add significant value when our client's have at least £300,000 of investable assets; usually held in investment portfolios, pension arrangements or via a Trust.
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We will also undertake one-off projects on a fixed fee or time cost basis; for example an analysis of existing pension benefits (including Defined Benefit schemes such as the USS or NHS pension schemes) or using pension funds for specialist investments such as property purchase.
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