Personal & FAMILY
OFferings
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FINANCIAL ROADMAP
ESTATE PLANNING
WILLS & LOA
COMPANY STRUCTURE
TRUSTS & LAWYERS
LIFE/ILLNESS INSURANCE
TAX
INVESTMENT ADVICE
GREEN IMPACT STRATEGY
BANKING & BOOK KEEPING
PHILANTHROPY
ACCOUNTANTS
CURRENCY
HOME/CONTENTS/CAR/ART INSURANCE
FINANCIAL ROADMAP
We use values based financial planning to work with couples and families to help them reach their financial and life goals. We have been through extensive training to work out what money means to each individual and this guides us to produce a roadmap to financial freedom.
ESTATE PLANNING
We help ensure wealth is passed on from generation to generation as efficiently as possible.
INVESTMENT ADVICE
An advisor that is introduced to clients for regulated activities to help fulfil he goals set in the roadmap.
GREEN IMPACT STRATEGY
Working with families to establish their efforts to better the planet by supporting green initiatives from Seed Stage Investment to Series A.
WILLS & LOA
Allow families and individuals to put their estate in order, allowing them to have a piece of mind.
TRUSTS & LAWYERS
We have an extensive panel of Trust Lawyers and Family/Corporate lawyers to help people set up Trusts for various reasons that help plan for the future.
BANKING & BOOKKEEPING
We utilise our back-office team to help with your monthly cashflows and budgets as well as raising and settling invoices.
LIFE & ILLNESS INSURANCE
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OTHER INSURANCES
Utilising our panel we have a broker who will be your one point of contact to organise everything you need so that it is streamlined and all in one place. Making sure you are getting the most comprehensive cover at the best price.
• High value homes, contents and renovations insurance including contract works
• Collectables including technology, jewellery, wine and fine art
• Family motor fleets
• Classic and prestige cars
• Bespoke family office and estates, including listed buildings
• Country house, holiday home and additional property investments
• Bloodstock
• Private aircraft and yacht
TAX
Personal/Corporate/Family tax ability.
CURRENCY
We have a series of brokers that we use and will find the right fit for each company we speak to. Most of these guys will go as low as a 0.5% margin which is a 90% saving vs the banks.
As well as helping the company day to day using a broker can make it far better for receiving investment and maximise that investment. If you have a foreign investor then the broker can be used as a third party payment method to receive the funds and convert at a far better rate.
PHILANTHROPY
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ACCOUNTANTS
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