Client types
Q: What types of people become clients?
A: Most new clients have overall assets in excess of £1 million. They are referred to us for advice relating to our speciality in investment portfolio management, business advice and Inheritance Tax planning. These are considered to be the most difficult areas of financial planning and so require specalist advisers. Even so, we are happy to help most people who meet our client criteria.
Most new clients have current assets valued in excess of £1 million. This includes the following assets:
- Current equity in their main residence and other property in the UK or abroad
- Current saleable value of their business shares if applicable
- Total current value of cash, pensions and investments less the value of any debts
- Current value of other assets such as royalties or trust funds
What if I don’t fall into one of this category?
We do help younger clients who are mainly referred to us by their parents. However if your annual income exceeds £100,000 or you are a successful business owner or medical or legal professional it’s worth having a chat. Please contact us and we will take it from there.
How do I know you can help me?
We have been financial planners and independent financial advisers working with wealthy clients on their financial plans and providing tax help for over 16 years so it is unlikely we cannot help you. Firstly have a look around this website in particular – our services, our approach and our service guarantee sections.
Any questions on if you should consider becoming a client?
Please call us on 01582 839280 or Email us.
Our Mission: Growing happiness and financial peace of mind for all our clients and team |
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Our client aim: To ensure you never have to worry about your money again |
