Dasha Plotnikova and Max Scholey, Raymond James, Fulham
We help clients create a plan for their finances, aligning investments with their goals.
What we do
Cash flow planning – a visual way to understand your financial situation and how it could change over time. It can help answer questions such as ‘can I afford to make work optional when I want to?’ or ‘how much can I gift to my loved ones without affecting my lifestyle?’
Investment management – by understanding what you are looking to achieve, we will create an investment strategy that is individual to you. We carefully select investments that we believe put you in the best position to achieve your goals.
Financial planning – we have a central team of financial planners that can advise on areas such as pensions, gifting and insurance.
Who we help
Individuals who have retired or are thinking about making work optional
Individuals who are considering gifting or leaving an inheritance
Individuals or families who have received a lump sum
Our Big Ask
If you are looking for advice about investments or your wider financial affairs, please get in touch. Our initial consultations are complimentary. Disclaimer: With investing, capital is at risk.