What we do

We currently support a growing portfolio of over 300 clients. Our clients include high net worth individuals and corporates. We support UK domiciled clients, ex-pats in the UAE and wider GCC region, and both UK and overseas businesses. We have the global reach to help our clients conduct their business and personal affairs in multiple jurisdictions. In general terms our clients are aged between 30-85 and follow our unique LIFEPLAN that charts and supports their progress through life.

Our clients can be 30-40 years old and on the move with their professional career. They are either Entrepreneurs developing private enterprises or employed working in senior management positions. They may wish to buy a house to live in, save for short and longer term terms needs as well as protect their young families.

Our 40 – 50 year old clients tend to understand that this decade can be extremely important, to build up the wealth that will see them and their families enjoy their later years. As such a focus tends to be on debt reduction and strategic retirement planning. Entrepreneurial clients may have been involved with the purchase or disposal of companies.

The 50-60 year old demographic we support are generally looking to really fine tune their pension options, look at their estate planning position and general tax circumstances. This decade can be very interesting for our clients and our work is always more often than not geared to reducing volatility within holdings.

When above 60 years of age our clients tend to ask us to support Wills and Trusts and the trend normally leans towards Inheritance Tax (IHT) planning. We also find a focus area is increasing income in retirement and reducing risk through investment portfolios.

awards