Our clients are private individuals, their trusts and pension funds.
- Professional partners in law firms & top tier accountancy firms
- Retired individuals
- Senior executives in FTSE 250 firms
- Business owners / entrepreneurs
- Individuals with settlements from divorce or personal injury
- Individuals referred from IFAs or other professionals
If you are seeking a new investment manager and would like a personal reference, we will be happy to arrange for you to talk to one of our existing clients in your field.