Careful – professional – innovative

We take time to listen carefully to our clients’ needs, wishes aspirations and constraints. We ask questions and continue discussions until all the points are understood and agreed. This can be time-consuming, particularly when complex, or offshore/foreign tax implications are present. We are very careful to understand any constraints, which apply to our clients’ plans, typically relating to lifestyle requirements, timing and attitude to risk and incorporate these into the wealth strategy.

We call on our specialists to assist in developing clients’ wealth strategies, including: investment options, UK and foreign tax, UK business and international business structuring, trusts and agreements etc.

Once all the factors have been understood and the wealth strategy planned and agreed, we develop bespoke solutions, designed to implement the strategy. Rarely is there one obvious solution and normally we will discuss the relative merits of two or three options. We take great care to use clear and plain English, to explain what are often quite technically complex solutions. It is very important to us that each client makes a fully and clearly informed choice to enable him/her to retain full control of their financial affairs. Naturally, Specialist Solutions will provide continuing support, as required.

Specialist Solutions will always respond quickly to clients’ queries. We respect your time and we won’t contact you unless you want us to do so, or there is something important that we need to tell you. For example, we have been able to help many individuals who found themselves exposed to excessive risk, at the start of the current economic crisis, such as involvement in failing institutions and hedge funds.

The Financial Services Authority does not regulate Trusts, Taxation Advice and some Offshore Investments.