Financial planning with purpose in the heart of the city  A refreshingly open approach to wealth management

Our High Holborn office is a prime location for meeting clients living and working across the whole of London.

What do you want to achieve? All our advice is specifically tailored to you and your ambitions, delivering financial planning with purpose. You’ll love how we see all aspects of your finances as a whole and get them working together to create the life you want to live.

Take control of your assets
And achieve your goals

We want you to make the most of your earnings while you’re at your peak of your career. When you know your wealth and assets are working hard to build the life you want, you’ll have the peace of mind to focus on your skills.

Our London team are experts in:

Listening and understanding - we discover what exactly motivates you and create plans to suit your priorities and goals.

Assessing current provisions - we’ll see how current savings and investments can be optimised and integrated into future plans.

Planning, for the expected and unexpected - we’ll help you prepare for life’s transitions, challenges and surprises.

Tax efficiency - we’ll set up your funds legally and ethically to ensure you pay the least possible tax on your wealth.

Strength and Security

We tailor plans to work for you at every stage in life, covering mortgages and insurance as well as investments, pensions, savings, trusts and more.

As part of The Quilter Financial Planning Network, we are able to select from a range of carefully chosen and well tested funds, while also going to the market when that suits your plans best.

We’ll create a plan and portfolio that makes more of a difference to your outcomes than any pre-packaged financial products.

Professional and Engaging

Our core team have been providing solid financial advice for over 20 years, working with clients from a range of backgrounds - from established names in sports and music to people from every level of business.

Whether dynamic entrepreneurs, rising stars or retiring legends, we understand the corners everyone has to turn in life. We’ll help you be ready for the challenges you know and those you might not have expected.

Our London Team

Our Location


Northumberland House, 303-306 High Holborn, London, WC1V 7JZ

T: +44 (0)20 7014 0186

Has getting things organised
been on your mind?

Has getting things organised
been on your mind?

We're ready to listen and help.