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 license, 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 our consultants.
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.