Wealth Management 360°
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Your Wealth Management 360° Service
Our thorough financial planning service will support you throughout your life, helping you to financial freedom quicker than going it alone.
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1. Your Lifetime Wealth Model

2. Your Tax Optimisation Strategy

3. Family Office

4. Investment Excellence
Who we help
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Who we help
We can help clients with a wide range of needs and draw on many years of experience to deliver an excellent level of service. We always treat everyone as an individual and balance utilising our expertise alongside considering your personal circumstances carefully.
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Individuals and families

Directors and partners

Business owners and entrepreneurs
How we help
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How we help
We take a holistic approach to financial advice – combining client understanding, strategic planning and tax efficiency in a personalised service.
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Guiding you to financial freedom

Whatever financial freedom looks like to you, we enable you to plan and accumulate the wealth you need to achieve your goals.
Growth your wealth

Investments for income and capital growth

Offshore planning

Preserving your wealth

Asset protection

Protection of business assets

Long-term planning

Retirement planning

Mortgages

Inheritance tax planning
Guiding you to financial freedom

Whatever financial freedom looks like to you, we enable you to plan and accumulate the wealth you need to achieve your goals.
About us
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About us
We bring together the energy of a modern consultancy with the knowledge of seasoned advisers, giving you expertise, technology and innovation all in one place.
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Meet the team

Careers
News and insights
Client portals
020 3727 6666
Contact

Contact

George Sowerby ACSI

Financial Adviser

George joined the team in 2022 with a strong foundation in investment advice and client focused financial planning. He holds a degree in Economics from the University of Edinburgh and is a CISI Investment Advice Diploma holder.

With several years of experience in the wealth management industry, George specialises in building long term relationships and delivering clear, practical guidance. He is passionate about helping individuals and families make informed financial decisions and work towards lasting financial security.

Outside of work, George enjoys staying active through tennis, padel tennis and running. Weekends often involve good food and good sport, most reliably a traditional roast enjoyed while watching his favourite rugby team.

George Sowerby