About us

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:


Acting in our clientsʼ best interests and developing a relationship of trust is at the heart of everything we do.


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

We pride ourselves in developing long-lasting client relationships based on trust.

Raymond James

Benefit from the security of a large firm while enjoying the personalised service of a boutique.

Security of

You can have peace of mind that your investments are held securely by our custodian.


We are here to help you with your
financial affairs.

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.