We provide a bespoke service tailored to the needs of our individual clients, whatever their wealth or income, but high-earning clients tend to have the following key concerns:

  • Planning for retirement: changes to pension legislation makes it difficult to know how much you can put into a pension at any point in time.
  • Maximising investments: the 45% tax rate means that you need to carefully select investments which will deliver the most effective tax benefits.
  • Securing the future of the next generation: identifying the most tax-efficient ways of providing for your children’s education, helping them onto the property ladder, or passing on your wealth.
  • Your family: ensuring that your partner and family are financially secure should you die or become ill.

By specialising in working with higher earners, we have developed an in-depth understanding of these more complex financial challenges, and can advise on the variety of options available to address them.

We also know that careful, considered, financial planning is key to achieving financial goals. Our job is to understand your financial goals and challenges, then put in place a plan, having considered any provision you have already made. We know that plans can be thrown off track by unexpected events, we therefore review your financial plans on a regular basis to ensure they remain on track.