With our roots tracing back to the 1970s, our independent family run business focuses on personal and efficient delivery of fiduciary services

Business Snapshot

  • Quality and dedication with transparent competitive fees
  • 100+ high net worth client relationships
  • Administer and manage over 200 client entities
  • £500m+ of assets under administration
  • £110m of assets managed by "independent investment managers"
  • We specialise in Family Office, Private Clients, Corporate Services and Very Private Funds
  • Highly experienced team managing property, estates and other assets including intellectual property
  • Managing a number of "family offices" including "third generation" clients
  • Well-funded and fully insured