Our story
We started because good advice was hard to tell apart from good salesmanship.
The practice was founded to do one thing properly: give people a clear view of their own position, and a plan they understand well enough to keep.
What we hold to
Four commitments, in writing.
Independent by construction
We sell no products of our own and take no commission, so the advice has nothing to do with what pays us.
Costs on the surface
Every layer of charge is shown before you agree to anything, in money as well as percentages.
Plain language
If a document cannot be explained in a sentence, it is the document that needs changing.
Long relationships
The value of a plan shows up over decades, so we are built to review it rather than to sell it once.
The team
People you will actually speak to.
Ellery Vance
Founder & Lead AdviserTwenty years advising households and owner-managed businesses. Chairs our investment committee.
Priya Raman
Head of AuditLeads statutory audit and controls work, and the firm-wide quality review programme.
Tomas Berger
Head of MarketsResponsible for portfolio construction, rebalancing policy and cross-border reporting.