Skip to main content

Why us?

Compared with the average wealth management company, we dedicate considerably more time to our Members. It isn’t that we work harder: it is because our aim is for each of our financial planners to have around half the number of individuals to look after, making it easier for them to go the extra mile.


As a result of our determination to spend more time focusing on the fortunes of fewer individuals for longer periods of time, the bonds between us inevitably grow stronger. In turn, the decision making will always be better informed.

Even when we are not reporting to you, we will keep your investments under review, quarterly at least, to ensure your investment manager is performing in line with their peers and the parameters we recommend. However, when we report performance to you, we will benchmark it against the most important comparison: your needs.


Let's map out your financial future