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.
We work very closely with Elman Wall, a firm of Chartered Accountants and Tax Advisers that share the same ethos and client centric approach as we do. Visit www.elmanwall.co.uk if you are interested in finding out more.
We also have strong links with other professional advisers, whether they be solicitors, international tax specialists, mortgage and lending specialists, private equity groups and Banks. Our role is to act as your advisers, and in this capacity we feel it is vital that we build a network of supporting, highly regarded specialists that we and our clients can access, to ensure that high level, appropriate advice, with a co-ordinated approach, can be achieved. Please let us know if you would like more details on this.
We are very firmly aligned with the Financial Conduct Authority’s (FCA) approach to treating our customers fairly. This entails adding value to the service we offer by aiming to:
Protect the interests of our clients at each stage of the business life cycle, from the initial contact right through to our ongoing review and advisory process.
Meet as best we can the unique needs of each client by offering a transparent, efficient and professional service and constantly reviewing our service to identify areas of improvement.
We are very keen to receive feed-back on what we do and how we do it, whether that feed-back be good or bad. Please tell us if we are doing things that you like, but importantly, please also tell us of areas where we can improve.