Once a year, Emma updates your WealthMap® completely — every decision, every change in your circumstances, everything that's moved since we last met.
This is where the plan stays alive.
Between reviews, we're watching. Your Navigate Portfolios® are monitored and rebalanced as needed.
We're tracking Annual Allowance calculations, ISA deadlines, budget changes — and we're in touch when something needs your attention, not waiting until your next annual meeting.
When something changes — a career decision, an equity event, an unexpected opportunity — you have someone to call who already knows your plan and can tell you immediately what it means.
Forecast. Customise. Optimise.
Three sessions. A plan built entirely around your life.
A range of independent portfolios, designed by experts to build lifelong wealth and maximise investor returns.
Barnaby Cecil: The App® is a secure online portal and money dashboard that allows you to monitor your investments from anywhere in the world, 24/7.
