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:
In addition our preferred clients are:
As part of our holistic approach, we may make introductions to the services of other professionals who share our values.
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.