You may work in law, accountancy or finance and be a confident investor in your own right – many of our clients are. But what you may lack is a coherent plan that takes into account overall risk, tax efficiency, your retirement expectations and the many other factors that will play a part in helping you meet your goals.
We understand that your requirements will develop over time, and that patterns and sources of your income are likely to change. We can advise you on how best to plan for a successful financial future and accommodate the different stages of the journey.
We form a team around each client comprising specialists in financial planning, discretionary investment management, cash management and lending, all delivered under one roof.
Our client was intending on retiring from a law firm. We helped her put in place plans to allow for a long and financially-secure retirement, while meeting higher outgoings in the near term. Our work also included advice on structuring investments in the most tax-efficient way.
Our client, a partner at a Big 4 accountancy firm, wanted advice on building an asset base and help managing her investments. Increasingly, she found that investing herself was becoming too time-consuming, especially given the administrative burden of her firm’s compliance regime.