WHAT WE DO

We see ourselves as so much more than financial planners; we’re trusted partners, advisers, critical friends even, here to listen, support and guide. It’s why we take such a holistic approach to your finances.

For us, financial success is not just about growing your wealth and assets, it’s about helping you to live the life you want to and to achieve your life’s ambitions. We don’t believe it is possible to do this by simply looking at individual financial products in isolation. We encourage all our clients to come to us ready to review all aspects of their finances with us – we just don’t feel you can make  effective change any other way.

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Financial Planning

Having a clear financial plan gives you the confidence you need to live the life you want.

We take a very personal, hands on approach to financial planning. It doesn’t have to be a long or complicated process – we like to start with a conversation about what you want to achieve now and in the future and build from there.

We help pull everything together – assets, liabilities, money in and money out – to give you a clear view of your circumstances and create a robust financial plan that provides true peace of mind.

Investment Services

Benefitting from our many years in private banking and with Square Mile, our investment research partner, by our side, our investment process is as rigorous as it is innovative.

We provide tailored investment expertise and involved portfolio management, giving you the reassurance – and results – you want.

We are laser focused on your objectives and capital preservation. We take the time to understand your financial situation, your risk tolerance, contribution and spending levels and time horizon, ensuring the right mix of equities, bonds, cash and other assets for what you really want to achieve.

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Investment Services

Benefitting from our many years in private banking and with Square Mile, our investment research partner, by our side, our investment process is as rigorous as it is innovative.

We provide tailored investment expertise and involved portfolio management, giving you the reassurance – and results – you want.

We are laser focused on your objectives and capital preservation. We take the time to understand your financial situation, your risk tolerance, contribution and spending levels and time horizon, ensuring the right mix of equities, bonds, cash and other assets for what you really want to achieve.

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Retirement Planning

Knowing how you want to live later in life, needs to inform the decisions you make today – no matter what age you are. We take a holistic view to retirement planning and encourage you to think about it earlier than you might have otherwise done.

We consider everything, from when you want to retire and how much you’ll need to live your life to the realities of not working and how you will spend your time.

We look at any provisions you may already have in place and where there are opportunities to improve your circumstances in line with your vision.

Wealth Preservation & Protection Planning

We often get asked what our top piece of financial advice would be. Many are surprised to hear, it is to write a will. Writing a will, establishing power of attorney, understanding inheritance tax are all things you can do to make sure your finances are managed exactly how you want them to be no matter what happens.

We also believe that everyone should consider income protection, even those who don’t have a family or mortgage.  It is never too early to talk about protection and the sooner you get it the less it may cost over time.

Our specialists in this area can very easily guide you through what needs to be done.

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Wealth Preservation & Protection Planning

We often get asked what our top piece of financial advice would be. Many are surprised to hear, it is to write a will. Writing a will, establishing power of attorney, understanding inheritance tax are all things you can do to make sure your finances are managed exactly how you want them to be no matter what happens.

We also believe that everyone should consider income protection, even those who don’t have a family or mortgage.  It is never too early to talk about protection and the sooner you get it the less it may cost over time.

Our specialists in this area can very easily guide you through what needs to be done.

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Legacy Planning

We understand just how important it is to get this right. We will work closely with you to help you sensitively divide up your assets in a way that allows you to provide for your family’s future generations and support those causes closest to you.  We will help you understand all the options available to you, allowing you to make the informed decisions that really feel right to you.

Mortgages

Our experienced team of mortgage experts can advise on and set up any mortgages you might need, whether you are a first time buyer, are looking to remortgage an existing property or have a portfolio of mortgaged buy-to-let properties.

Our extensive knowledge of the mortgage landscape and years in the business mean we are able to make informed and impartial recommendations, based on your specific needs.

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Mortgages

Our experienced team of mortgage experts can advise on and set up any mortgages you might need, whether you are a first time buyer, are looking to remortgage an existing property or have a portfolio of mortgaged buy-to-let properties.

Our extensive knowledge of the mortgage landscape and years in the business mean we are able to make informed and impartial recommendations, based on your specific needs.

Our Financial Concierge Service

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Built, first and foremost, on a deep level of trust and mutual respect, our concierge service is personally managed by our CEO, Kunle Olafare. This is our most comprehensive financial service, where Kunle and his designated concierge team run everything from day-to-day household finances, right through to your investment portfolios and legacy planning.

This service is for those who have acquired significant wealth and who have more sophisticated asset and investment management needs. With everything managed under one roof, it allows you to be fully in the picture, without any of the stress.

NB: Eligibility criteria apply – all applicants must be 18 or over and there is a minimum monthly fee of £3000.