Our Clients
Through our City based Chartered Financial Planner, we can ensure that our clients receive impartial 'Whole of Market' financial and taxation advice.
Our financial advisors are authorised and regulated by the Financial Conduct Services Authority (FCA).
Our approach goes beyond mere financial management; we prioritise understanding your unique goals, aspirations, and lifestyle desires. By crafting personalised strategies, we aim to ensure that you not only accumulate wealth but also live a life that aligns with your dreams.
With our guidance, you can navigate the complexities of financial markets with confidence, knowing that you’re on a path towards greater prosperity and fulfilment.
Take a look at some of our client's testemonials
After working in the financial services sector for over 25 years and gaining a vast amount of knowledge, I am sure that even with another 25 years experience, I would not be able to come close to achieving the level of expertise and knowledge that Pierre has in all aspects of financial planning including strategic planning for high net worth individuals and corporates, wealth management, tax planning for high rate taxpayers and inheritance tax solutions, employee benefit schemes, company pension schemes and complex retirement planning.
Tammy L Donoghue
Pierre is one the best qualified people in financial services, and one of the best connected networkers in London and the South East. He provides high quality, intelligent solutions, and always acts with high levels of integrity.
Ian Batterbee
Pierre is a good communicator and took the time to understand my needs. I am very happy with the service that I received from him and have engaged him in further work. He is diligent, thorough and I would recommend to anyone who is looking for financial advice.
Michael McLaughlin
In my dealings with Pierre I have found him an extremely helpful and trustworthy person to conduct business with. He was prepared to go the extra mile for his clients and was always positive and knowledgeable. I would not hesitate to recommend him as a first class practitioner in his field.
Andrew Smith
I have known Pierre since the early 2000s and found him to be professional and to go the extra mile to help in business. He is also reliable, honest and trustworthy.
Michael Owen
I always found Pierre to be thoughtful, diligent, hardworking, and honest. I would have no hesitation in recommending Pierre to any organisation.
Steve Carruthers