For you and your family

The relationships we build with our clients goes beyond that of financial service provision – for many we are a trusted advisor to their business which includes helping them to realise the goals they have set for themselves personally.

We see the business as a vehicle - a vehicle to either extract money and wealth from or to retain and invest from. You may have personal ambitions to reap the rewards from your business and share with:

  • Yourself and your family
  • Your employees
  • Charities and the community

We understand it takes hard work and dedication to create wealth, which you’ll likely want to protect from risk as well as reduce your personal exposure. Whatever the objective, we will work with you to help you and your family with

  • Remuneration strategy
  • Tax planning
  • Financial Planning
  • Family structure
  • Inheritance Tax and Estate planning

It’s not just about the business. It’s about you. Our aim is to provide you with a complete advisory service, tailored to your individual needs. Contact us today for more information and advice on how we can help you.

Southampton Office

12-14 Carlton Place
SO15 2EA

Tel: 02380 234 222

Winchester Office

6 Charlecote Mews
Staple Gardens
SO23 8SR

Tel: 01962 842000

London Office

90 Long Acre
Covent Garden

Tel: 0203 470 0777