About us

Our firm was created to give professionals and their families the foundations to invest and have financial peace of mind.

Trust us to manage your wealth

Founded in 2020, we have established ourselves as a dependable and leading firm for lawyers, bankers, consultants and company directors. We offer a bespoke, independent financial planning service that provides absolute clarity, structural safety and growth of assets.

Much like you, we have families, mortgages, savings and pensions. We understand the lives of our clients, and we face the same pressures from day to day. As your trusted financial planner, we will continue to strengthen our existing bonds and establish new, lasting relationships.

Unmatched experience

Drawing upon more than 50 years of combined experience, our financial planners have world-class undergraduate and postgraduate financial education, which is enhanced by the leading industry professional certification.

Our team has combined experience across the cutting edge of finance – investment bank trading floors, hedge funds, asset managers, and top-tier management consulting firms. Through this, we have built an investment process that stands the test of time.

Meet our people

Make a recommendation

Our primary aim is to provide value to our clients, and part of that is seeing if we can help others in their lives. If you think a friend, colleague, family member or other could benefit from having a conversation with us, please fill out our recommendation form via the button below and we would be happy to see if we can help.

Recommendation Form

Our responsibility to make a difference

We are committed to advancing our local community, and we dedicate time and energy to meaningful causes such as The Felix Project, a London-based food redistribution charity.

Learn more