Our Clients

Our clients include:

  • Professional partners in law firms & top tier accountancy firms
  • Retired individuals
  • Senior executives in FTSE 250 firms
  • Business owners / entrepreneurs
  • Companies
  • Institutions
  • Trusts
  • Individuals with settlements from divorce or personal injury
  • Individuals referred from IFAs or other professionals


If you are seeking a new investment manager and would like a personal reference, we will be happy to arrange for you to talk to one of our existing clients.