The management of your wealth is a very personal matter. By design, we only act for a relatively small number of clients, a strategy which allows us to devote a significant amount of time and attention to each client relationship.
Our clients are typically wealthy UK domiciled individuals who recognise the value in mapping out and planning their financial futures and who wish to delegate the responsibility of creating a financial strategy to a team of competent professionals.
Our professional fees start at £3,000 per annum for our financial planning and investment portfolio management service.
If you would like to contact a member of the financial planning or tax and estates team to arrange an initial no-obligation meeting, please call, email or complete the enquiry box below. In the first instance please ask for Barry Horner.
01275 370 670 | [email protected]