I provide individual and corporate client solutions through my financial planning, tax consultancy, and trust work. I take care to focus on the needs of clients, with a view to structuring the best financial plan for them.
There are no off-the-shelf solutions. My experience is that every single one of my clients has their own personal concerns, responsibilities and aspirations. The solutions that work for one, simply would not work for another. Most of my clients are referrals from existing clients, and professional connections. For some I am planning for 3-4 generations of a family.