Typically Perceptive Clients are families who are at a point of change in their lives, and are looking for high quality Financial Planning and Advice, often coupled with Investment Management which works with them to control and limit risks to their precious and hard earned capital.
This will often include:
We find our Clients are bright, capable, challenging and engaged with us.
We tend to work with them when they need to deal with complex subjects such as Trusts, Inheritance Tax and Retirement Planning. Very often this means working alongside the Accountant and Lawyers to ensure a ‘joined up’ approach.
Increasingly, we are known for our work with Family Trusts and Charities.
Other than the quantifiable sources such as reducing portfolio fees, efficient investment portfolio performance and tax savings the benefit most savoured by Clients is peace of mind.
This has meant different things to different people, such as:
The next step is up to you….. Just call or email us to discuss what it is on your mind, and what we may be able to help with, and we’ll set a date to meet