Our Practice specialises in offering expert advice to clients who, although being successful in their own right, find themselves in a situation where they do not have sufficient time or expertise to focus upon their finances. We provide a highly professional, bespoke service with a caring approach which is rarely seen in today's financial market place.
The Ashford Office based team have over 200 years experience in the Financial Services Industry. They play a key role in the services of the Practice to make sure they meet with the individual needs of clients and provide support with day to day client relationships, ensuring the Practice delivers a personalised and professional service.
We aim to keep our clients aware of the most up to date information within the markets. Some examples of how we do this are by publishing a E-Briefing, Inheritance Tax Bulletin, the Investor magazine and St. James's Place TV.