About Us

Global financial advice to clients across the wealth spectrum in diverse regulatory environments accessing products from all international markets.

You’ve decided that now is the right time to take control. Find the most efficient ways to organise your finances and investments by delegating the responsibility and taking advantage of professional expertise.

You’ve received a large sum of money – perhaps from your pension, an inheritance, settlement or business sale – and you want to work out how best to organise and structure your wealth.

Our Approch

  • We appreciate that your financial situation and needs are unique. You might want financial advice for a one-off event; or, you might need more complex advice with ongoing support. Our financial advisers can provide a personal financial strategy that draws on a range of investments and accounts tailored for you.

  • We can advise you on a range of financial matters, whether you’re planning for your retirement, saving and investing, looking into later life income options or protecting your wealth and exploring how to pass it on to your loved ones. Perhaps you’re reviewing your current arrangements to consider if they’re working for you, or maybe you’re wondering if you should consolidate your existing pension schemes into one.

Meet Our Experts

Lusi Farnendos

Founder

Thomas Doe

Senior Partner

Andrew Brock

Account Manager

Our Philosophy 

Whether you’re in your 20s or your 50s, there’s a great deal you can do to create a retirement plan that suits you. Your pension savings profile will vary depending on your age, when you want to retire and the type of retirement you want to enjoy. 

Our Focus

Whether you’re clear about your financial goals, or need a little steer, the starting point is the same… a conversation. To talk about your options and for a free, no obligation discussion about your advice needs, get in touch.

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Client Satisfaction survey

Trusted by 1000s of Happy Clients

A carefully designed financial plan can give you the freedom to do even more of the things you want – and maybe even others you never thought possible.