We are people who look after people, both now and in the future.
For most of our clients, wealth creation and preservation is a fundamental part of the way in which they look after their families. As a consequence, we work with our clients across a broad spectrum of specialist advice, be it personal, in a trustee capacity or limited company administration. Or it could be a more complex situation of introducing your children into the business and ensuring protection in the event of future business disagreements.
Many of our clients have been with us long enough that we’ve needed to consider advice across three generations; we are experts in all forms of private client work and we act as a form of family office in certain circumstances.
We take pride in the fact that we offer a level of care that most of our competitors aspire to. This a bold statement, but a one that is supported by the feedback we get from clients and our professional contacts on a regular basis.