Our business has been built on the principle of partnership. Whether that is with clients or intermediaries.
We know that a relationship with your client can be jeopardised just as much by a bad recommendation as it can you providing them bad advice.
Over the last 30 years we have grown significantly due to client referrals, a testament to the relationships we have forged with Accountants, Lawyers and Advisers who have recommended us to their clients knowing that we are a safe pair of hands.
We also know that the best recommendation is that from someone you trust. This is why we encourage our relationship managers to recommend Accountants and Lawyers from our network of intermediaries to clients. Not only doesn’t it make our network stronger, but a mutually beneficial relationship improves the service we collectively provide our client.
Introduce a client
To speak to a member of the team, please call:
020 7396 3388
There are many other reasons why our clients have been with us for so long:
Independently-owned – Freedom to act in your best interests
Continuity in our client relationships across three decades.
Transparent and straightforward fees – Our fees are fixed, straightforward and transparent.
Manage complex investment structures – specialising in US-linked, Resident non-Domiciled and International clients