Our clients

Different clients, same excellent service

Our clients come to us at different stages in their lives, and with a wide range of financial profiles. Some are unsure about the effectiveness of the pile of insurance policies, pension plans and investments they seem to have accumulated. Others have a particular plan – taking early retirement, buying a second home in France, or starting another business – but don't know how their finances can best help them achieve it. And some are focused on the future needs of loved ones: will legacy monies be enough? In each case, we harness our experience to create a bespoke and adaptable financial strategy that not only offers the client solutions to both present and future issues but also, crucially, ensures peace of mind.

Click on the case studies below to read about the particular challenges some of our clients have faced, the strategies we designed and implemented for them, and the benefits that work has created:

Case studies

Young professional looking to retire early Business owners reassessing their finances Couple needing to invest an inheritance wisely A woman and her friend dealing with dementia Couple wanting to ensure a comfortable retirement