Wealth management

When it comes to meeting the needs of our high net worth clients, we know that no two circumstances are the same. Your story and your requirements are unique, so our approach needs to be too. That’s why we build our service entirely around you.

We start by fully getting to know you and what you want to achieve, be it purchasing your dream property, funding school fees or early retirement planning. Once these goals are set, we can build a financial plan to bring them to fruition – and importantly, ensure you stay on track in the future.

With our tailored, proactive support, you’ll be able to grow and protect your wealth in a way that works for you.

Investment management

We’ll help build and manage a diversified, goal-driven portfolio that aligns with your risk profile and timescales.

Tax planning

We can support with particularly complex tax requirements, ensuring you use all available allowances

Estate planning

We can advise on specialist schemes that will enable you to protect and stay in control of assets within your estate.

Let’s build your strategy

We’re specialists in helping people manage and grow their wealth. Our flexible and creative approach means we can find smart solutions to suit your needs and enable you to make fully-informed decisions. We can also work with other professionals such as your accountant to ensure a comprehensive service at every stage of your journey.

Our reputation


I have peace of mind that we are on track to achieving what we want out of life. I feel we have our finances in order now and we are really making the most of what we have.

Ian & Nicola – Deputy CEO and Designer


The process gave us tremendous peace of mind - knowing we have financial security and that any necessary advice and decisions are taken with the help of a professional.

Robert & Pauline, retired


Through the use of cashflow planning I have been able to get a greater handle on my income and expenditure and Paul is able to show me that I am on track to achieving my goals

Louise, Cosmetic Dentist


We meet twice a year, but Darren is always on hand should I have any “financial ideas”, queries or problems. If it is not in his expertise, he has no hesitation in bringing in one of his considerably gifted team.

Gareth and Heather, run a successful fashion business


It is great to have an expert look after my finances and it gives me peace of mind to know that my retirement fund is being well looked after

Terry, Golf course manager


We have been very impressed with Michael’s honest and personable approach to dealing with our finances and he has always gone out of his way to make sure we were happy.

Vincent and Mary O’Connell, run a successful furniture business


How can we help you?

Find out if we can make a difference to your financial future. Just get in touch to arrange a free, no-obligation consultation.