I help successful entrepreneurs and families manage their wealth so they can focus on doing what they enjoy most. I focus on taking the stress out of preserving and growing clients' investments so managing them doesn’t become a job in itself. Whether its funds from a business sale, IPO, inheritance, lottery win or divorce settlement I work alongside other tax, legal and financial planning specialists to secure our clients choices and those of future generations.Company Sale | Cash | Portfolio | Succession planning | Trusts | Family Investment Company (FIC) | Lottery win | Divorce settlement | IPO | Inheritance | Private OEIC | Entrepreneur | Tax planning | Wealth preservation | Investments | HNW | UHNW | Mortgages | Real estate | Credit
Listed skills include Wealth Management, Private Banking, Wealth Preservation, Multi Generational Wealth Transfer, and 10 others.