Clients who are keen to invest ethically/sustainably/impactfully, or at least entertain the idea if they feel it may be of interest.
Mid-life and retired clients who have at least £200,000 to invest,
Clients who are starting out in adult life who want a subscription service (as you might access a gym or nutritionist). No minimum investment size.
It’s worth mentioning for the sake of clarity that we’re not able to work with clients who want to make all their own investment decisions, which may involve asking us simply to ‘execute’ their investment decisions. We’re here to advise, rather than take orders
Mid-life and retired clients who have at least £200,000 to invest,
Clients who are starting out in adult life who want a subscription service (as you might access a gym or nutritionist). No minimum investment size.
It’s worth mentioning for the sake of clarity that we’re not able to work with clients who want to make all their own investment decisions, which may involve asking us simply to ‘execute’ their investment decisions. We’re here to advise, rather than take orders