About Us

Maintaining a close and understanding relationship with each client is of paramount importance to the directors and staff of the Group. This ensures that the client continues to receive the best service possible.

As the client base and range of financial services provided by the Group expands the directors hold firmly to the belief that the quality of individual client relationships must never be sacrificed.

By focusing on our clients’ individual needs and objectives the Group provides an expert service based on experience, responsiveness, flexibility, precision and attention to detail.

Because we know that each client has unique needs, the Group does not maintain a rigid policy framework. Instead each situation is assessed on its individual merits.

Similarly, the Group has no fixed approach to the appointment of service providers such as bankers and investment managers. We prefer to work with each client and use our extensive network of contacts in order to reach a solution which is tailored to the needs of that client.

Commonly clients seek to ensure that business interests are protected; that assets pass to successive generations in an ordered manner; that possible future claims – for example by an estranged spouse of a son or daughter – are mitigated; that probate formalities in overseas jurisdictions are avoided; that tax efficiency is optimised or that assets, or individual transactions, are professionally and independently handled. The range of services provided by the Group ensures that all of these objectives should be achievable.

In addition to high net worth individuals, clients of the Group also include private and public companies, partnerships and charities. The services which the Group provides to these clients are diverse and range from the provision of structures designed to convey deferred benefits to employees, through to assistance with mergers, acquisitions and disposals and also securitisation vehicles.

Irrespective of their main objective, clients of the Group can be assured that the services given will be independent and not tied to any particular institution. Clients can be equally assured that staff of the Group will work pro-actively with other key advisers such as lawyers and accountants recognising that many skills can be required to achieve a complete solution.