Award winning advice and support.

97%

customer retention over the last 20 years

100%

of clients achieved their spending target

140 years

experience in financial markets

People we help

For the last 20 years we’ve advised some of the top  lawyers in the UK

Goal-Based Planning

We define your goals and craft a plan to achieve them—whether retiring early, funding education, or building a legacy—with a proven track record of success.

Tax Efficient Structuring

Maximise tax relief through expert advice on pensions, business structuring, and more, ensuring your wealth grows effectively.

Cash Flow Planning


Our tailored cash flow models clarify your financial future, answering key questions like when you can retire and how much you can spend now and later.

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Focus on what’s important to you

We’ve supported some of the UKs top lawyers for the last 20 years, whatever your needs we’ve got you covered

We specialise in helping barristers manage their unique financial challenges

Cash Flow Planning for Fluctuating Income

We provide clarity and stability for variable incomes, helping barristers budget effectively, manage income peaks and troughs, and plan confidently for the future.

Tax Planning for Self-Employed Professionals

From payments on account to pension tax relief, we optimise your tax plan to minimise liabilities and maximise savings, staying ahead of tax changes.

Tailored Goal-Based Financial Planning

We define your goals—like buying chambers or funding education—and create a customised plan to align your finances with your ambitions, keeping you on track.

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Focus on what’s important to you

With tailored advice for self-employed professionals, we provide clarity and confidence, ensuring your finances work for you even with fluctuating incomes.

we support entrepreneurs at every stage of their journey. Whether you’re launching a start-up, scaling your business, or preparing for an exit

Integrated Financial Planning

We align your business and personal finances, optimising cash flow and investments to efficiently manage your wealth now and in the future.

Exit and Succession Planning

We prepare you for a successful exit, maximising business value and securing your financial future with tailored tax, investment, and legacy strategies.

Tax-Efficient Strategies

We tackle tax challenges for entrepreneurs, creating solutions to maximise profitability and protect personal wealth through smart structuring and allowances.

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Focus on what’s important to you

We help entrepreneurs focus on growing their businesses while we manage their financial strategies

we understand the complexities of managing significant wealth.

Tailored Wealth Management

We design bespoke strategies that align with your unique goals and values, ensuring your assets are optimised to achieve your objectives.

Tax Efficiency and Wealth Protection

We simplify complex tax challenges, offering expert advice on inheritance tax, asset protection, and tax-efficient investments to secure your wealth.

Legacy and Succession Planning

Our strategic estate planning helps you preserve your wealth and minimise tax, ensuring your assets are passed on according to your wishes.

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Focus on what’s important to you

With over 20 years of experience advising high net worth individuals, we provide the clarity and confidence you need to make informed decisions.

With large amounts of capital to manage and the need to balance immediate impact with long-term sustainability.

Sustainable Cash Flow Managemen

We create tailored strategies to stabilise fluctuating funding, balancing operational needs with growth to ensure your charity always has the resources it requires.

Optimised Investment Strategies

Our ethical investment plans align with your charity’s objectives, delivering consistent returns to grow capital and sustain your mission effectively.

Long-Term Planning for Maximum Impact

We help charities preserve and grow capital sustainably, offering endowment management and risk mitigation for financial clarity and trustee confidence.

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Focus on what’s important to you

We help charities ensure their capital lasts and grows effectively to maximise their positive impact

Where our clients work
Slaughter and May logo
Slaughter and May logo

Goal-Based investing

Our own systematic method that’s allowed us to retain 99% of clients over the last 20 years.

1

Use our free drawdown planner to discover the value of goal-based investing. Once you’ve created a simple plan, you can schedule a complimentary session with one of our team to develop your full plan.

2

We’ll build your model so you’re in the best position to achieve what you want regardless of what happens in the markets

3

We’ll monitor markets and update your portfolio whenever required to ensure you remain on track

4

You can have peace of mind knowing we've delivered 100% of clients agreed outcomes over the last twenty years.

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Testimonials

What our clients have to say

"Thanks for urging us to invest more in our house in 2015. It cost 50% more but delights us daily. Your advice proved invaluable."
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"You demonstrated we had a genuine surplus, giving us the confidence to spend. That foresight set you apart from typical financial advisers."
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"Your low-cost ETF philosophy and focus on outcomes, not stock picking, have made a big difference. It's a refreshing approach to investing."
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"Trusted for integrity, honesty, and peace of mind. Advice is clear, client-focused, and easy to assess. Truly a cut above the rest."

Carl
16,August

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"Sustainability of the business ensures consistent support for lifetime planning. The focus on tech keeps pricing competitive and services reliable."

Carl
16,August

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Our customers say

Excellent

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4.6 out of 5 based on 91 reviews

Our People
Meet our team
Stuart Fowler
Founder & Non-Ex Director
Shammer Patel
Investment Manager
David Anderson
Director, Head of Financial Planning
Sa Lu
Head of Investments
Gary Steffens
Head of Growth
Tariq Shaikh
Director, Head of Investments

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