Our team, based at Wynyard, work with clients across the North East, Yorkshire and beyond, delivering services including wealth management, retirement planning and estate planning.
With turnover for the year ending May 2018 in excess of £1.2m, up from £1.08m in 2017, our business is continuing to grow, as individuals look more seriously at how to best manage their finances, with robust planning and more considered solutions for wealthy individuals.
Alongside the growth, we have also welcomed two new members to the team this year, taking the overall headcount to 13.
We are also looking to recruit an additional two roles over the next twelve months to meet expected market demand.
Speaking about the success, Managing Director, Jon, said: "We're pleased to report that our second-full year trading results have shown ten percent growth. We've been working extremely hard to ensure our clients receive the very best service – with bespoke wealth management options at their disposal and excellent client servicing on offer from a dedicated team.
"As well as a boost in turnover, we're pleased to have welcomed two new talented members to our expanding team this year – meaning we can offer an even better service for our clients in the future.
"We pride ourselves on providing high-quality bespoke services across the board, to both high net worth individuals and corporate clients, which are aligned to their personal goals and circumstances. Our focus on providing exceptional advice and solutions is woven throughout the company, and the feedback from our client base remains positive.
"We strive to deliver tax efficient solutions, such as utilising self-invested pensions to purchase commercial property, and this is a niche area for which we have a strong and growing reputation”
In the near future our management team will be driving more emphasis internally on upskilling employees through industry recognised exams, as part of our ongoing commitment to Continued Professional Development (CPD) for all staff members.
Jon added: "Our people are our greatest asset and our clients tell us time and time again what a difference it makes to them to have a trusted team they can call on – whatever their needs.
"As we continue to grow, our focus remains on providing excellent service, alongside supporting and nurturing our team. We'll stay at the top of our game by continuing to build our own individual skills – learning new approaches and challenging ourselves each and every day to go the extra mile."
We were established in 2015 as a result of a management buyout, and continues to go from strength to strength, operating across all areas of the North East, Yorkshire and wider UK.
We work with high net worth individuals and a number of corporate businesses – including engineering and manufacturing firms, professional services and other SMEs.
Our team of highly skilled professionals – including Independent Financial Planners, paraplanners and administrators currently manage over £200 million in client assets.