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.