We provide structured guidance and advanced Estate Planning and Wealth Preservation solutions to both individuals and corporate entities, throughout England, Wales, Scotland and Northern Ireland.

With direct experience and with a working foundation in banking, retail investments and taxation, a background of over 2 decades of providing financial advice, for a whole spectrum of clients, we are ideally placed to work directly with you or with your professional advisers to maximise the efficiency of your assets when passing from generation to generation, preserving wealth for your chosen blood line.

We are committed to providing a high quality bespoke service to our clients.  We believe that service levels and quality of advice are of paramount importance.  As experienced professionals we are committed to providing service excellence from the first time we have contact, carry out an initial Trust review through to the implementation of the Estate Planning solution.  This, combined with regular follow up meetings with our retainer clients, ensures that we remain focused in providing an optimum on-going long term service.