“Our only regret is that we didn’t meet Jonathan Davis ten years earlier”

Prof Michael Arthur (Vice-Chancellor, University of Leeds) and Dr Liz Arthur (Southampton NHS Trust) (2009)

How can we help you?

We advise you based on what we would do, were we in your shoes, given what we know.

We are specialists in:

  • Wealth created by: 
           Entrepreneurs
           Inheritance 
           After sale of property
           After sale of business
     
  • Current portfolios: 
           Trust funds
           Stockbroker managed (Discretionary) portfolios
           Pensions 
           ISAs and PEPs
           UK investments
           Offshore investments
     
  • Tax efficient investments
     
  • Inheritance tax
     
  • Estate planning
     
  • Minimising CGT
  • Minimising income tax
     
  • Family financial planning for Directors of Ltd Cos and Partners and Sole Traders
     
  • Financial planning for high to very high earners