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Private Office

We offer a broad wealth management service, supporting and advising clients on a wide range of needs including strategic planning, monitoring and reporting, asset allocation, tax planning and truly independent investment management.

We provide oversight of your entire wealth management position, coordinating each part to ensure you have the right financial strategy in place to suit your very individual requirements.

Our Private Office encompasses:

  • Your own dedicated Partner and Support Team.
  • Access to a well-established and comprehensive network of other professional advisers.
  • A strategic financial plan taking into account all intergenerational needs.
  • The ongoing strategic review and co-ordination of your total wealth position.
  • Your own Unique Investment Strategy.
  • A bespoke Tax Optimisation Strategy.
  • Wills, Trusts and Estate Planning.
  • Property search, sourcing and financing.
  • A dedicated, discrete, confidential and responsive service at all times.

For an introductory meeting without obligation, please contact Partner and Head of Private Office, Tim Davies.

How we help you protect and grow your wealth

Our goal is to help you preserve, enhance and accumulate your wealth throughout your family’s lifetime. We are privately owned and offer a fully “Independent” as opposed to a “Restricted” financial advice service.

Core to our offering is our unrivalled approach to investing with absolute independence from any group or bank. Believing that one size does not fit all, our investment strategy can be tailored to suit your precise needs dependent on your own personal objectives, risk profile and time horizon.

Independence comes from outsourcing the selection of Discretionary Fund Managers (DFM) to a leading independent research organisation that carries out extensive due diligence on DFMs and produces quarterly benchmarks against which individual managers can be measured. Diversification across managers and asset classes helps reduce overall portfolio risk.

They are interested in building long term relationships rather than pushing products for the sake of it
Managing Partner, Leading Law Firm

For further information on how we can help you build and protect your wealth, please contact us.

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