One thing we have come to appreciate over all those years is that everyone is different and will have different requirements and time scales.

We start each interaction with a blank sheet of paper:

• You might wish to work with us on a long term basis, building a plan, identifying suitable investment managers, making sure that available tax reliefs and opportunities are considered.

• You might want to work with us on one transaction only.

• You might be a professional advisor, bank or asset manager who does not have a capability to advise in the areas we do but would like to work with someone who has considerable experience and that you can trust.

Due to the bespoke and technical nature of what we do it is difficult to quote a “one size fits all” fee. However all fees can be agreed in advance and will depend on the value of assets under advice and exactly what is required.

Yes we do advise on many of the areas referred to in the services section, but if we do not then we know a person that will (several in fact so you will have a choice) and we will coordinate everything for you.

E.g. we do not prepare Wills but we know many lawyers that do and will help you find the right one and make sure that the Will you have complements your overall strategy.