We provide a personal, high quality and cost-effective service for private clients, partnerships, incorporated businesses and trusts in the UK and offshore. Many of our high-net-worth clients are in the banking and insurance sectors. We also provide technical support for other professional advisors.
Our head office has always been based in the City of London but run on a personal basis. This enables us to provide the individual attention we believe clients deserve.
We listen to what clients want and develop personalised strategies to help achieve their goals and objectives. We offer the level of expertise normally only encountered in major City practices without the corporate mentality and charging structures that characterise larger practices. Our people take pride in providing a wide range of hands on financial advisory services to clients based on well researched tax planning strategies including providing advice and support from the initial advice stages to full implementation.
We pride ourselves on teamwork & our client focused approach. The long-term relationships we enjoy with our clients are a result of the talented and professional team we have built together. Our staff are qualified, experienced and undergo regular training to ensure they are up to date with the regular changes in the taxation legislation.