Strategic Financial Planning for Complex Lives and Significant Wealth
As wealth grows, so does complexity. Our Premier Service provides a proactive, joined-up, Family Office-style advisory relationship focused on clarity, confidence and long-term outcomes.
A Different Approach
A Different Advisory Relationship
The Premier Service is not a product or a portfolio. It is an ongoing strategic partnership, where your financial position is actively monitored, decisions are coordinated across disciplines, and advice evolves as your circumstances change.
Investments are only one part of the picture. High-net-worth individuals, families and business owners often face interconnected decisions across tax, retirement, estate planning, business interests and family dynamics.
Clients typically value:
- Forward-looking strategic discussions rather than reactive advice
- Clear modelling and evidence behind decisions
- Confidence that important issues are anticipated, not overlooked
- A trusted adviser who understands the full picture
Our Services
What Makes the Premier Service Different
Quarterly Strategic Reviews
Regular, structured reviews ensure your strategy remains aligned with your goals, changing priorities and wider economic or legislative developments — allowing issues to be addressed early.
A Living Life & Wealth Plan
An integrated plan bringing together your objectives, investments, retirement strategy, tax planning and estate considerations — updated throughout the year as your circumstances evolve.
Proactive Investment Oversight
Portfolios are monitored continuously, not just annually. Rebalancing and adjustments are implemented efficiently, helping maintain discipline through changing market conditions.
Advanced Tax & Retirement Planning
Tax planning extends beyond year-end, considering income, capital gains, pensions and allowances holistically, alongside sustainable income planning and withdrawal sequencing.
Estate & Family Wealth Planning
Support with inheritance tax planning, trust coordination and intergenerational considerations — helping ensure wealth is preserved and transferred in line with your intentions.
Business Owner Support
For clients with business interests, advice extends to profit extraction, Business Relief planning, protection strategies and succession considerations.
Concierge-Level Professional Coordination
Direct liaison with accountants, solicitors and other advisers where appropriate, reducing complexity and ensuring advice is properly aligned.
Priority Access & Responsiveness
Clear communication, adviser-led implementation and enhanced responsiveness at key decision points.
- High-net-worth and ultra-high-net-worth individuals
- Business owners and senior professionals
- Clients with multi-layered tax and estate planning needs
- Families planning across generations
- Those who value transparency through a fixed-fee advisory model
Ideal Clients
Who the Premier Service Is For
The Premier Service is ideally suited to individuals and families with complex financial landscapes who require more than standard advisory support.
Whether managing significant investment portfolios, navigating business transitions, or planning wealth across generations, we provide the strategic oversight needed to coordinate every aspect of your financial life.
Transparent Pricing
Transparent Fixed Fee
The Premier Service is offered for a fixed annual fee, providing clarity and predictability of cost.
This ensures fees reflect the scope, frequency and depth of advice delivered, rather than being driven solely by portfolio size.
Clarity
Know exactly what you pay
Fairness
Fees reflect advice, not assets
Predictability
No surprise charges
Get Started
A Relationship Built for the Long Term
The Premier Service is about confidence — knowing that your financial affairs are being actively managed, thoughtfully coordinated and aligned to what matters most to you.
If you would like to explore whether the Premier Service is appropriate for your circumstances, we would be pleased to have an initial conversation.
Contact us to arrange a consultation.
We look forward to hearing from you.