firm belief in the reliability, truth, or ability of someone or something.
synonyms: confident, credit, belief, faith, expectation, conviction, assurance, certainty, reliance, credence, certitude."a relationship built on mutual trust and respect"
Serving a small community of successful families, providing long-term financial planning and goal-focused investment planning to clients with a minimum investment of £1 million.
When stock markets are volatile and confusing, we can help. You're welcome to visit our office and talk things through over a cup of coffee. We'll ask you to outline your values and goals, hopes and ambitions and what you'd like your investments to achieve. We'll review your portfolio with you and give you a second opinion. If we think it is well-suited to your long-term goals, we'll happily tell you so. But if we think it isn't working as well as it should, we'll explain why.
If you choose to work with us, we'll create an advisory process tailored to your unique needs by employing 3 powerful strategies to ensure that your portfolio can support your lifestyle throughout your lifetime.
We create a Financial Plan to achieve your goals and a strategy for you to reach or maintain your 'Number'- the portfolio value that means you've achieved financial independence.
We design your Investment Plan to meet the lifetime and multi-generational financial goals of your family, as well as your unique emotional needs. We do not deal in forecasts or trying to beat the market, but in planning, perspective and behavioural management.
We work with our expert estate planning lawyer to create an Estate Plan for you to ensure that the goals and strategies contained within your Financial Plan supports your financial success and protect and preserve your legacy.