Technical training and support focused on enabling wealth management firms to provide additional support while, at the same time, being fully aligned with clients’ specific circumstances and requirements.
Supporting third parties, including trustees and attorneys, to act in the best interests of the underlying client when engaging with financial firms. This includes enabling effective decision making.
Providing guidance and support to a very select number of referred clients with a focus on wills, trusts and attorney appointments (non regulated guidance only).
Research into financial decision making and personal circumstances, including physiological and behavioural insights.
As we have chosen not to offer regulated financial advice we will be pleased to work with other professionals working on your behalf, with the objective of delivering the best outcome, through harnessing the most appropriate expertise at the time it is needed.
Estate Planning, including trusts and wills, is not authorised by either the Financial Conduct Authority or the Law Society. We do not provide a Will drafting service. Trust investment is an authorised activity for which advice should be taken from an appropriately authorised adviser.
