About You - Our Clients

Our primary focus is to provide quality financial advice and specialist services to clients who tend to possess similar characteristics. This has come about as a natural consequence of:

Our practical experience of many years in advising and looking after these clients.
Our high level of education and training.
Our ability to offer specialist advice and services in particular areas.

These clients tend to fall into one or more of these categories:

Those of Higher-Net-Worth: clients who have earned or inherited a larger pool of capital for us to manage…with them, for them or on their behalf
Women: women have had become divorced or widowed and looked for help with their financial affairs.
Professionals past and present, such as Senior Executives, Lawyers, Medical Professionals, Business Owners etc.
High Income Earners: high income brings along with it all kinds of challenges and opportunities.
Those who simply don’t have a huge amount of interest / knowledge in financial matters but need someone else to help them.
Time Poor - a characteristic of those above and others is simply the lack of sufficient time to:
- educate themselves on financial matters
- to update themselves and stay abreast of developments in the financial world
- the time and contacts to action all that needs to be done on an ongoing basis.
- and those that have recognised that their time is too precious to spend on these (non-core) areas of their lives.
Those who recognise that have a need for financial advice,
And are looking to outsource some or all of their financial affairs to an expert.