Strategic Guidance.
Enduring Value.

It begins with a conversation. Get in touch and we will arrange an introductory meeting — in person, by phone or by video, whichever suits you.

That first meeting is about understanding your situation and what you want to achieve. There is no charge for it and no obligation to go further. If we agree it makes sense to work together, we will set out what we propose to do, what it costs and what you can expect, in writing, before anything begins.

Not necessarily. What matters more is whether the advice we offer is genuinely useful to your situation.

Some people come to us with a specific decision to make and a modest amount at stake. Others are managing wealth accumulated over decades. If we do not think we are the right fit for you, we will say so at the first meeting and, where we can, point you somewhere more suitable.

For a straightforward situation, a few weeks from first meeting to agreed plan is typical. More complex circumstances — a business, several jurisdictions, trusts or an estate in progress — take longer, and we would rather take the time than rush it.

We will give you a realistic timeline once we understand what is involved, and we will tell you if it changes.

At least once a year as standard, and more often where circumstances call for it. A review looks at what has changed in your life first and what has changed in markets second — usually in that order of importance.

Between reviews you can contact your adviser whenever something material happens. A new job, a house move, a birth, an inheritance or a business sale are all good reasons to call early rather than late.

Yes. The introductory meeting is at our cost, because both sides need to know whether the relationship makes sense before money changes hands.

If you decide not to proceed after it, you owe us nothing and we will not chase you.