Meet the Team
We are a boutique, independent Wealth Management firm based in the City of London.
All our advisers are highly qualified and committed to a programme of continual professional development. They have proven themselves while working with some of the most respected names in the industry – KPMG, Quilter, HBOS, Allied Dunbar, Zurich, Guardian Financial Services. Individual experience ranges from 10 to 25 years in financial services developing valuable specialist knowledge. Our commitment to remaining a comparatively small boutique will ensure you have consistent access to these key specialists over the long term.