We are fully independent and regulated financial
advisers, working with international clients to plan
and help achieve their financial objectives.
Working with regulated entities holding an IMD and MiFID licences,
our consultants provide appropriate client solutions
throughout Europe under Freedom of Services and Freedom
of Establishment agreements.
Back office services and our client management centre
are based in the UK, with regional sales offices
located in European cities where necessary to support
We work with industry specialists to provide
investment structures, underlying portfolios and online
communication services to ensure that our clients can
access the most appropriate financial structures and
excellent customer care.
Our recruitment process ensures that our consultants
receive the right level of additional training before
they meet clients on their own.
In addition, they are given regular training and
information updates so that their knowledge and skills
remain at the highest levels.