We are Independent Family Trust Planners that help people secure their financial futures. We provide holistic trust planning advice to a diverse range of Clients.
We specialise in Family Trust based planning structures that provide bloodline protection and generational planning to protect wealth and to ensure that it passes in the right direction to chosen beneficiaries.
A legal background also makes us well placed to help solicitors ensure that their clients get the best advice and support in respect of setting up trust and will planning structures.
Our aim is to help all our clients make the right planning decisions to reach their goals.