We are here to support you through your financial journey
We are an independent wealth management practice helping clients manage their financial affairs and achieve their goals, whether that is generating an income, retiring, helping their children get on the housing ladder, or any other financial objective.
Based in the leafy London suburb of Fulham, we are proud to have:
Integrity
Acting in our clientsʼ best interests and
developing a relationship of trust is at
the heart of everything we do.
Independence
We are not restricted to a particular set of investments and therefore we can choose investments that are best suited to our clientsʼ needs.
Experience & expertise
Both Max and Dasha are Chartered
Financial Analysts with a deep interest in the markets.
Learn more
Meet the
team
We pride ourselves in developing
long-lasting client relationships based on trust.
About
Raymond James
Benefit from the security of a large
firm while enjoying the personalised
service of a boutique.
Security of
assets
You can have peace of mind that your investments are held securely by our custodian.
Contact us
If you would like to start the conversation, please get in touch.
We would be delighted to meet you at our offices, which are based on the banks of the Thames (by appointment only).
Equally, we would be happy to:
- Have meetings at your home or place of work.
- Take advantage of the river and have a stroll along the Thames Walk.
- Use Zoom to have convenient virtual meetings.