Private Client

Bespoke financial advice

Managing your finances as a high-earner or sole trader can be complicated.

Many individuals end up paying too much tax or don’t have proper protections in place to preserve their hard-earned wealth. If you’re facing any of these problems, getting specialist advice is essential.

That’s where we come in. We’ll get to know you and your financial goals, and offer bespoke solutions tailored to your unique circumstances. We handle all our clients’ affairs with care and expertise, working closely with each individual to create a bespoke plan.

Our private clients range from high-net-worth individuals and company directors to sole traders and partnerships. We can advise you on a wide range of tax matters, from managing your personal tax affairs on your behalf to developing a tax strategy to reduce your self assessment bill. We can also work with you to protect your assets, and help you pass on your wealth to the next generation in the most tax efficient way possible.

Every client is different, and we’ll go the extra mile to meet your unique needs, no matter how complex. We can help you manage both your personal and business affairs, and advise you on the tax implications if you have property or assets abroad.

With our comprehensive approach to managing your finances, you can rest assured you’re operating well within the rules while making the most of your wealth.

Heard enough?

Get in touch today to find out how we can help you.


ICAEW logo
Xero Gold partner logo

Drop us a message

We're always online. Let’s talk about how we can make a difference to you.