Frequently Asked Questions
Below is a list of the ‘frequently asked questions’ informing you regarding our business. Should you not find the answer to your question, then please get in touch and our friendly team will be happy to assist.
We are a wealth management company, we have been servicing the financial needs of the Ultra-Wealthy for over 20 years.
To our full range of services, please see our ”Products” page of our website.
We have an international clientele base and we provide consultancy and wealth creating services to the Ultra High Net Worth.
Get in touch via our contact form or simply call one of our specialist wealth consultants.
You can view our product ranges by visiting the link.
We are based in the UK our offices are in London and Manchester.
We offer a 30 minute initial consultation free of charge
Yes we are conducting meetings online
We are situated in and operate from within the UK, but have an international presence with a multinational clientele and partner network.
We are part of the UltraHighWM Group
Our products are sourced on an exclusive basis from around the globe for our clients, We offer a comprehensive tax consultancy package to our clients in order to manage the tax implications.
No, we have a broad range of clients from all income levels and backgrounds, but all our clients are aligned in their goals, and that is wealth creation.
Our Head office is located in London, and our regional office in Manchester
Please fill out our ‘Contact Form’ and leave your details along with a brief description as to your enquiry, and a wealth consultant will be in touch.
No, We are conducting virtual meetings initially and are restricting all office based meetings due to the pandemic.
We aim to turnaround all enquiries received via our contact us form within 48 working hours from receipt
Yes as a company we believe in giving back, and carefully select the registered charitable partners we work with, and in doing so have collectively along with our clients made regular contributions to these good causes.
Yes we value our clients and want to ensure they get the best service experience, and each
clients wealth creation journey is overseen by a specialist wealth consultant.
Whilst our clientele have traditionally been from the top 5% of the wealthiest in the world, we have recently opened up this space to cater for all wealth demographics and under our Leaders in Business programme havecreated opportunities for wealth creation at all levels.
We offer a best in class service experience, a dedicated wealth consultant will guide you
through the various service levels that meet your requirements and work with you in
implementing strategies to achieve your targets.
Please feel free to contact us as we look forward to answering any additional questions you may have.
Our Profile | FAQ’s | Locations | Testimonials