It might sound a bit presumptuous claiming to know anything about you before we speak, but we can make a few guesses!
You're an income earner.
You consider yourself to be potentially wealthy, but there's still a way to go.
You're probably under 45 and you live in London or the South
East.
You consider yourself to be financially aware, but not necessarily sophisticated.
You're earning something in the region of £250k per
annum or you have over £100k of investable assets.
What you're getting
If you have a relationship with an IFA, it's too product-focused and isn't providing you with a cutting edge.
If you use a Private Bank, it lacks imagination, isn't providing enough value for money, and it just doesn't provide the empathy that you want from a company that is determining your financial future.
What you want
Access to the best products on the market.
Value.
To deal with people who understand you and think creatively
on your behalf.
To save as much money as possible by optimising your entire wealth position (even if you'd like to kick things off by dealing with us on a product-basis).
