We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes, and whose circumstances are therefore more complicated than most. These specific clients are known as our Private Clients.
We help our Private Clients to create a structured financial plan ensuring mitigation of income, capital gains and inheritance tax within the parameters of their individual circumstances. Whether clients want to grow their wealth or receive a regular income, we look to ensure they obtain the best possible returns on their money in relation to their tolerance to risk and investment objectives.
We also place a strong emphasis on estate and trust planning and in particular ensuring as far as is possible, individuals’ assets are protected against third party claims.
|David Carter||Ian Legrand|
|Founder Member & Senior Partner||Consultant|
|0115 905 1429||0115 905 1429|