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Consultative Wealth Management
- Investment Consulting
- Advanced Planning
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Our Clients
People we work with
Aspirational 30-40 year olds – “the world’s their oyster …”
These people are likely to be couples, perhaps recently married. They are probably either thinking about children...
Successful 40-50 year olds – “make or break …”
Usually, but not exclusively, the male partner is moving towards or at peak of a career, as an investment banker, respected...
Reappraising 50-60 year olds – “a change in direction …”
These clients are most likely to have a major income earner who is a professional ( e.g. medical, legal, accounting) or senior...
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