We offer a bespoke and truly independent Wealth Management service to ensure you get the most out of your investments and assets.
Your personal team of award winning advisers built on exclusive introductions...
Built on relationships with carefully selected, established and award winning providers, we put our clients in the centre of their own personal team of advisers that can include Investment Management, Accountancy & Tax Professionals and Legal Specialists.
After we have discussed, reviewed and agreed a full financial plan with you, we will then set about making exclusive introductions to what will become your personal team of advisers working together to achieve your short, medium and long term objectives, maximise profits while strategically managing risk and tax implications.
Annual reviews can be held at selected partners offices to ensure plans are on track, re-evaluate risk levels and meet key fund and investment managers.
This service has been created through individual, personal relationships within professional sport and the entertainment industry. Our Wealth Management service is available exclusively on an invitation or referral basis with portfolios starting from £150,000.