Leading lights. Our clients come from different places, but are all heading towards success.
1. Client coming up to retirement has enjoyed a long fruitful career initially as a barrister and then as a judge of a district circuit. His and his wife’s pension has been managed by us, changing to provide income for all the those holidays and hobbies that are to come with the spare time.
2. A director of a Chartered Surveyors became a client of ours to look after his pension investments in the first instance. He later introduced his wife as well as his three children, who are all students. We work closely with family accountants and financial planners. His recently widowed mother also needed help with an extensive portfolio of various assets. She enjoys having contact with one office to deal with her financial needs and to provide the necessary income from her investments.
3. CEO and owner of a successful contract publishing company (61) has been our client for a number of years. He runs his company during the week from the heart of London, however enjoys his country based life style in his family home in Dorset. We are now looking after not only his own but his wife’s diverse portfolio too.
4. Managing director (49) of a South London based IT Security Company with multinational clients has a long standing relationship with us. He enjoys running the business along with his brother, making all the day to day decision. One of them was to let us manage his company funded SIPP portfolio to monitor and protect his accumulated retirement fund.
5. A mid 40s data management and marketing company director, has sold his share of a business and appointed us to look after his new investment portfolio. He enjoys his fast cars and family life outside of London. His portfolio is bespoke to take advantage of the equity market whilst preserving the hard earned assets.
6. A retail business entrepreneur, has built and sold a very successful economic research company and now enjoys acting as a consultant for Delloite in a similar field. He lives just outside London, taking advantage of easy commute to work, but also has a great choice of school for his daughter and a more relaxed way of living. His portfolio is aimed at steady growth to prepare him for a possible early retirement.(?)
