Wealth Management

A significant proportion of our clients are Partners in the Magic / Silver Circle of Legal firms and Investment Banking / Finance Professionals. We also profess expertise with Medical and Dental professionals, particularly those in private practice. From a Corporate perspective we deal with Owner managed businesses and advice relating to Employee Benefit provision in the SME arena. We appreciate that the needs of clients can differ vastly and we are confident that we can meet the expectations of everyone; from the inexperienced client to the most discerning investment/finance professionals. As such, our advice is tailor made to each situation and led by you the client whether the appropriate strategy is one of wealth creation or of wealth preservation.

Naturally, being independent, any products recommended are based on a whole of market review and any resulting recommendations are backed up by suitable reports that are deliberately produced in a simple yet informative manner for clients to understand the factors that we consider in the decision making process and the justification for the recommendation.