We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR and private and corporate legal services.
Our mission is to be the most trusted professional advisory firm in the UK and beyond.
We are greater than the sum of our parts and equipped through our diversity of expertise to deliver sophisticated solutions that meet the complex needs of investors, businesses, family offices and charities.
We have overcome industry silos to build the most diverse-thinking professional group in our industry. We achieve the very best for the wellbeing of clients and their families. We always do the right thing for clients, team members and our community.
We use technology to eliminate paperwork, improve communications and enrich the relationship between client and adviser. We create, enhance, and preserve wealth. We match the right professionals to achieve the individual goals of our clients.
We make complex problems simple.
Our 5★ Values
Our purpose is to make a positive and lasting difference, challenging the status quo for clients, colleagues and the world we live in together.
1. Group Wisdom
Being a collaborative environment that seeks to encourage everyone to engage and contribute their ideas.
Ability to engender trust and make decisive, informed and considered decisions based on our diversity of professional expertise.
An inclusive, creative, and cooperative team that is redefining industry norms.
2. Empowering Others
Creating opportunities for clients, colleagues and communities.
Investing in people and building positive relationships.
Nurturing talent and professionalism.
Every member of the senior team is personally invested in our ownership.
Fitness to adjust to rapid change and act like a start-up.
We are on a growth trajectory.
We use technology to eliminate paperwork, improve communications and enrich the relationship between client and adviser.
4. Social Responsibility
Committed to making positive change in our industry towards greater transparency, equality, diversity, inclusivity and democracy.
Becoming a greener business, with strong sustainability goals.
Giving back through charitable partnerships.
5. Long-Term Thinking
Established for tomorrow’s wealth.
Business strategy built with long-term planning to last beyond ourselves.
Investment products that will withstand markets over time.
Outstanding custodians of our profession.
Always making the right decisions for the long-term benefit of our clients.