We formed the firm out of a frustration with the way many of the large, established brands in the UK, trading under the banner of ‘Private Banks’ and ‘Wealth Managers’, provided financial advice.
Their increasing internal focus, lack of client service and continual move to a more highly commoditised, transaction, almost conveyor belt approach meant that we felt the time was right for us to set up a smaller, boutique firm that was able to provide more bespoke advice.
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