Thank you for your interest in our services. As our practice is currently near capacity, we are temporarily limiting new client engagements. 

 

We currently accept new clients by referral from clients or professional partners only, for individuals under 65 with £1 million or more in investable assets. If this fits your situation, we’d be delighted to hear from you.

 

If you don't currently meet these criteria but would like to stay informed, please join our newsletter below. Alternatively, if you're seeking financial planning services, we're happy to recommend other trusted financial planners who may be able to assist you— simply get in touch, and we'll point you in the right direction.