We believe there’s a formula to feeling financially free. Our trademarked approach is about directing and investing your wealth to create your Wealth Strategy.

Confident Succession Planning

This service is for financially assured clients that wish to reduce the taxable value of their wealth, for estate decumulation, so they can leave more for loved ones whilst supplementing their non-working income. Our Wealth Optimising Service has been conceived to help such clients confidently pursue tax efficient estate decumulation.

This service is ideal for those holding an estate over £1,000,000 with combined savings, investment and retirement accounts of at least £500,000.