Are we the right fit?
We want clients who intend to have a long-term relationship with us. Because of this, it is important and necessary that we actually like and respect one another. We charge fees, which are based upon our unique approach to your bespoke financial plan, so they differ from person to person, albeit with many similarities. As a result, not everyone can afford our services. We only work for a small number of people where our expertise is of real value. We don’t really have a “typical client” but our clients do share some common concerns.
You may have significant wealth, understand the power of delegation, require the highest levels of client care and want to integrate your values, goals and finance in a way that makes more sense to you. You are someone who has high personal standards, has no time to waste and wants to be valued for who you are, not for what you earn or what you do.