Our clients

We work with successful professionals, business owners and their families who have built significant wealth and want to make better decisions about what comes next.

Typically, our clients have £1 million or more in pensions and investments and are starting to ask bigger questions. Do I have enough? When can I stop working? How much can I afford to spend? And how do I organise everything so I don’t have to worry about it?

Our job is to help you answer those questions and build a financial plan around the life you want.

£5m+ of investable wealth?

For families with more complex financial affairs and £5 million or more to invest, we offer Thera One, our highly personal private wealth service.