Passing on wealth

Make sense of your family’s future

As you grow older, your family are likely to need greater financial support than ever. Momentous milestones such as buying a home, marriage or paying for private education are all events you need to be prepared for, financially and personally.

Seize the occasion and have a financial planner manage your finances in a tax-efficient manner. You will feel confident that you are doing what’s best for you and your family.

How our approach works

Your goals are at the forefront of all our decision-making, and we also draw on deep market insight and years of experience.


Put your family
in good stead

If you’re in the position to leave a portion of your wealth to loved ones, you’ll want to do so tax-efficiently. Our team understands the rules regarding gifting, Inheritance Tax and trusts and will put his knowledge to use for you.


Make better decisions
with confidence

Guarantee peace of mind knowing your wealth is managed how you want it and will be distributed in the correct way when the time is right. It means you can provide for your loved ones with the knowledge to make the right decisions.


Add value beyond

Everyone must be involved in the process: your partner, children and even grandchildren can benefit from their involvement. Intergenerational planning is at the core of what we do and creates longer and more robust plans. 


Create an investment

To deliver a compelling service, we work collaboratively with a discretionary manager. We’ve built our own range of discretionary portfolios absolutely aligned to your risk profile and the associated strategic asset allocation.

What our clients say

As a time-constrained professional, with a diversified portfolio of assets including rental properties, I needed proactive ongoing concise advice from a trustworthy source covering overall planning as well as detailed investment advice. David takes the time to understand my developing planning needs, advises accordingly and provides a highly professional, reassuring investment framework to bring all key elements together.


client since 2021

I realised I needed to get my pensions in order, having saved into a company scheme for many years. I had no idea what I was due, whether I was saving enough or what I was saving into. I spoke initially to a large well-known company and was left in little doubt that their interests came before mine. David was referred to me and I was comfortable from the initial discussion that his ‘planning first, non-sales’ approach suited my needs. A satisfied client for many years now.


client since 2017

For many years we were content selecting our own investments and making our own decisions. It wasn’t until we saw, with the benefit of David’s insight, where our own choices missed key efficiencies or left important gaps. 20 years on we continue to work with David


client since 2002

Making financial planning interesting is a rare ability. Working with David over the years has, thankfully, given me an interest in making sure I pay attention to my financial future


client since 2012

Feel Free to make Your move

Get in touch today for a no-obligation chat with the team.