Put your wealth into perspective
Give your wealth purpose with the right opportunities
We specialise in providing bespoke wealth advisory and investment services with embedded tax efficiency for clients seeking financial freedom and security.
Financial Planning
Guided by your circumstances and ambitions, we will seek to meticulously craft, and continuously optimise, a wealth strategy distinctly tailored to your needs.
Wealth management
Our clients benefit from access to an award-winning range of diversified investment solutions, which are trusted by over £5 billion of client assets.
We deliver exceptional client outcomes by combining the highly personal service of an owner-managed boutique with the operational power of Benchmark Capital, and the investment expertise of their FTSE 100 parent company, Schroders.
Everything we do revolves around you
We seek lifelong connections with our clients
Founded on authenticity
Sam Pitts-Tucker
Chartered Financial Analyst
Chartered Fellow CISI
Managing Director
A graduate of Christ Church, Oxford University, Sam has over 17 years’ experience in private banking and wealth management, advising and investing on behalf of high net worth and ultra high net worth individuals, their families and legal entities.
Sam has presented on wealth planning topics in association with:
FT Weekend Live, The Times Wealth Summit, Investors Chronicle, The Lawyer, ICAEW Chartered Accountants and ACCA Chartered Accountants.
