“What do we do"
Design Bespoke Strategies to help Create Wealth by: Doing Sums
- Providing Solutions to Problems
- Being Tax Efficient
- Retaining Capital
- Effective Investment & Risk Management
We Manage Tax & Invest Money
“Financial Engineering”
Our Advice Process
- We “sell” Advice or Solutions NOT Products
- We work on a fixed-price basis
- We Identify your current situation and Objectives
- We Develop a joint Strategy to meet your Objectives
This may well run over several years - We “Project Manage” the Strategy to completion.
- We monitor developments that may affect the effectiveness of your Strategy
