About us

Based in Mayfair, central London, we offer a comprehensive range of wealth management services to individuals, families and businesses.

As a Partner Practice of St. James's Place Wealth Management, we provide a bespoke wealth management service individually tailored to our clients’ needs.

We specialise in meeting the financial requirements of people who have created substantial capital or income and whose circumstances can be complex. We offer a dedicated, personal relationship with all our clients. Our aim is to become our clients’ trusted advisers.

Our services focus on:

  • Building long term relationships.
  • To share the journey with our clients in building up wealth.
  • Aim to preserve their wealth by helping to protect them against risk.
  • To help minimise Inheritance Tax so that your family receive as much of your wealth as possible, when the time comes, without compromising your preferred standard of living.

Your Confidential Review

If you would like a no obligation Confidential Review please email Yongyi or call her on 07964 796987.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

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