Discreet, Strategic Financial Consulting for High-Net-Worth Individuals
Elevating your wealth with personalised, expert-driven financial guidance in the UK.
About Us
We are a boutique financial consulting practice dedicated to serving high-net-worth individuals (HNWIs) across the United Kingdom. Our mission is to provide tailored, high-level financial expertise that protects, grows, and optimises your wealth. From estate planning to multi-asset investment strategies, our solutions are confidential, sophisticated, and client-centric.
Why Choose Us
Bespoke Portfolio Strategy
Independent Advice
Discreet Service
Specialisation in HNWI Needs
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Who We Are
Who We Are
Our consultants are veterans of wealth management, private banking, tax law, and investment strategy. We offer a highly personalised service that respects the discretion and complexity your financial life demands. Whether you’re navigating family succession, managing international assets, or exploring philanthropic ventures, we bring clarity and structure to your decisions.
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clients
The Services We Provide
Wealth Structuring & Preservation
Multi-jurisdictional estate planning, trusts, and succession strategies.Tax Strategy & Compliance
Personalised UK and international tax planning, inheritance tax strategies, and HMRC liaison.Investment Strategy Consulting
Asset allocation guidance across traditional and alternative investments including real estate, private equity, and art.Philanthropic Planning
Establishing charitable trusts, donor-advised funds, and legacy giving.Family Office Setup & Advisory
Assistance in creating and managing private family offices.Luxury Asset Advisory
Financial implications and structuring around yachts, jets, fine art, and property portfolios.Risk Mitigation & Insurance Strategy
Evaluating exposures and sourcing high-value coverage for wealth protection.
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team members
Meet the Team
Edward Finch
Lead Private Wealth Consultant
Sophie Grant
Client Experience Director
Isabella Moore
Family Office & Philanthropy Advisor
Daniel Keane
Investment Strategist
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TESTIMONIALS
Clients Love
“They helped structure my art collection and secure favourable inheritance strategies. Exceptional.”
Charlotte V.
“Professional, discreet, and proactive—my portfolio has never been better managed.”
Sir Richard M.
“Their estate planning changed everything for our family. I now feel prepared for the future.”
Lady Fiona B.
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