Wealth Advisory
A different kind of relationship. Beyond the books, for generations to come.
As our clients grow, we grow with them, and Wealth Advisory is where that journey leads. A private, bespoke service shaped around you rather than a menu of products. Before we advise on anything, we take the time to understand you and your family, what you've built, who it's for and where you want it to go. From there our reach spreads far beyond taxation, because tax, although important, is only part of the picture.
A 40+ year relationship journey between two families. That's the goal, not a transaction.
We do not provide legally privileged services or regulated investment advice. A successful wealth project is usually a team effort, with your solicitors, IFAs and private bankers working alongside us as the accountants, tax advisers and coordinators of the plan.
Wealth Advisory FAQs
How do I get started with Wealth Advisory?
It starts with a phone call or an email, followed by two simple things, an open conversation and an Assets & Liabilities map. We can send you a template to help build yours, and we'll guide you through the process from there.
How is Wealth Advisory different from your normal tax services?
Compliance looks after this year; Wealth Advisory looks after the next forty. It brings your business, property, pensions and family circumstances into one long-term plan, led by what you want to happen, not by filing deadlines.
Is there a minimum level of wealth to qualify?
No fixed threshold. It's less about a number and more about complexity. A business, property, or a family you want to provide for is usually enough for the service to earn its keep.
Can I access Wealth Advisory without switching my main accountant?
Yes. It's easy to switch, and we can even work alongside your existing accountant to handle the specialist areas Wealth Advisory covers.
Will you work alongside our solicitor or financial adviser?
Yes. Good planning is a team sport. We regularly coordinate with solicitors, IFAs and banks, and can introduce you to trusted specialists where you have gaps.
How private is the process?
Completely. Wealth Advisory conversations happen at partner level only, and nothing is shared, even within the wider firm, beyond the people working on your plan.