You may be a professional in the City of London (or elsewhere) looking for a reliable financial services master to act as both guide and executive to undertake financial planning, where time is your biggest handicap. You may equally be a current or retired business owner with similar foresight.
What will be common is a distrust of larger companies and those where you judge their aims do not share common interests with your own.
You may look after others’ affairs professionally and wish to engage with another vocational expert in a field neighbouring your own and in whom you want to have have complete confidence, so that your own service to clients finds its compliment.
You may also be a small to medium sized employer with the requirement to plan for your own or your employees’ future. You shy away equally from larger enterprises.
Engagement in the financial process is something you may wish to expand or to delegate, safe in the knowledge that the transparency offered by use of third parties acts as an additional safeguard of your own position.
You may be an Expatriate such as a US Citizen with UK based interests, US Citizen based in UK , UK Citizen in US or abroad elsewhere. I have developed a network of professionals able to offer a solution to the issues of financial planning facing anyone who has international interests. You may be seeking the reassurance of having a professional look after your affairs and guide you to others who together will be capable of dealing with a multi-jurisdictional set of circumstances.
If your aspirations in some way match the above, I should be interested to hear from you and discuss how I may be of assistance. If you find a description of your situation is not fully discernible above, I should equally be delighted to hear from you.