Our Clients

We only work with clients where we can add value.

For this reason we only work with clients who have liquid assets (cash, pensions, ISA & investments) of £250,000 and above.

This is likely to be people who have more complex situations:

  • Business owners or professionals
  • Pre or retirement planning
  • Inheritance or sale of business

In addition our preferred clients are:

  • People who want to work with us
  • People who follow our philosophy and share our vision
  • Clients who value a relationship with their adviser that engages, educates and mentors.

As part of our holistic approach, we may make introductions to the services of other professionals who share our values.

Why We Are Different

  • Scientific and disciplined investment process
  • Cashflow planning is an integral part of our advice
  • We restrict the number of clients each manager has to ensure every client receives the service and attention they deserve
  • We provide solutions you understand
  • Our client base is built on client and professional recommendations
  • Co-invested with you: all our principals invest their own money alongside yours in the same way
  • No quibble fee guarantee; we will refund your advice fee if you are not happy with our recommendations
  • Regular monitoring and review through a formal Investment Committee
Speculating v Investing

Testimonials

John Helfgott is the consummate professional in delivering results. With excellent financial expertise and customer insight he ensures that the client gets the quality of service and product offering that the competitive market place requires. I highly recommend him.

Warren Hampton
General Manager, Networks Division at Samsung Electronics

I would like to thank you and all of your colleagues for all of the help you have given me in sorting out my pension. As you are aware I was recommended to your company by a pension specialist who was aware of the professionalism that was given to other customers he had sent. I have to say he was correct and now I would recommend your company without any hesitation.

Once again many thanks and look forward to future and informative meetings.

Terry Reynolds
Author