Private Client Service

Clients tend to approach us when a catalyst in their life happens, this maybe because they are due to retire, looking towards retirement or receive an inheritance. They have all built up assets over a period of time by diligent saving but feel they now need professional help to create a robust and sustainable financial plan to help them ensure that they can achieve their aims and objectives and financial security.

 

Our Private Client Service combines all the elements that are critical to building and preserving your wealth, saving you time, simplifying your life and increasing your peace of mind. Managing your investments is central to what we do, but it is only one part of a broader wealth structuring service. Some clients want more predictability from their investments and therefore we place a high emphasis on capital preservation because we believe in the philosophy of accumulating slow steady gains rather than large spectacular ones, that have been achieved by taking too much risk.

 

Our Private Client Service is designed to provide an on going long term relationship focusing on managing your  financial assets to ensure that they keep you on track, to meet your objectives, achieve your financial plan and provide you financial security. It allows us to agree changes to your financial plan to meet your ever changing needs and legislative changes, this includes tax planning and on-going advice areas such as retirement, investment and estate planning.

 

What makes us different?

 
  • We treat all our clients as individuals rather than numbers and as a result, we only have a set number of spaces available in out Private Client Service, so that we can provide a dedicated service.

  • Working with clients within our Private Client Service, we are able to provide an individually tailored plan to suit your financial aims and objectives.

  • We hold regular and ad-hoc meetings to update your situation and plan and tackle any new challenges that you face.

  • We use sophisticated software to create a cash flow plan, that can help us, help you achieve your objectives. It shows us where you are today and helps you get to where you want to tomorrow.

  • So whether your long term objectives are to fund for your retirement, preserve and pass on your wealth for the next generation or take a regular income from your assets, we can help you achieve those aims.

 

“Honest, trustworthy and financially savvy, take times to get to know exactly what the client wants, keeps me wholly informed and has given me a huge degree of comfort during what has been a very choppy couple of years in financial markets. Understands his clients both as person and a long term project, cannot recommend highly enough”. 

Miss E Papazoglou, Surrey

For information regarding our investment process or Private Client Service please click on the links below.            

           Private Client Service & Fees 2017      Investment Policy Statement