We don’t advise on anything that we wouldn’t put in place for ourselves if we were in a similar situation.

We insist on full disclosure and we respect and hold in utmost confidence what we learn about you and your family. We then put in place tailored planning to preserve your estate. Should we identify that you need a wider network of professionals, we facilitate and manage the process.

We tend to work by referrals from our partners across the financial services industry. However, you may contact us in confidence about your situation on the number below or via email. If we think we can add value you’ll be invited to book a discovery call with our estate planning consultant which will cost a non-refundable £197*.

*This fee is deducted from any future planning we end up putting in place for you within 12 months of the call.

Get in touch in confidence via the scheduling window below.

We tend to work with individuals and families with an estate valued at least at £2.5M now, or projected to be so on death.