How we can help

Think of us as your financial COO, here to manage the complexities of your life in the most efficient way possible.

Wealth advisory

Together we will make a plan that puts you in the driving seat, focusing on ways to meet your commitments, support your lifestyle, protect and plan for your future.

Investment choices

We immerse ourselves in the challenge of finding the right opportunities for you, looking to the market for the best ideas and carefully considering the choices we offer you. We will not just provide you with a list of options, but support and guide you to make the right decision.

Our circle

We will draw together a bespoke group of professional advisers, from lawyers and tax specialists to experts in art or jewellery, and focus them on making your wealth work harder for you.

Case studies

You are a one-off, but our experience undoubtedly means that we have seen situations that will resonate with yours. Read our case studies to get a taste of our experience.

Passing on your wealth

We will help you to pass on your wealth to the next generation safely, efficiently and with reduced exposure to inheritance tax.


If you want to channel some of your wealth towards a good cause, we will help to make your charitable activities effective and rewarding.

I’m ready to find out more

Find out how we can help guide your wealth journey, access further information, make contact and meet us in person.

1762 from RBC Brewin Dolphin

An exclusive service for clients with complex requirements, centred around the idea that no two clients are alike.