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Financial planning advice

We are regulated to advise on your investments in both the UK and South Africa. We also operate in the offshore market. We are truly holistic international financial planners.

General information on our investment processes


In particular, our advice covers the following areas:

  • Investment management
  • Retirement planning
  • Offshore saving and investment management 
  • Inheritance Tax planning
  • Migration planning
  • Tax planning

Let us help you to:

  • Optimise your earnings through tax reduction.
  • Maximise various tax breaks and allowances.
  • Tailor a low-cost, diversified investment portfolio around your specific needs. This would incorporate a diversified set of asset classes like equity, bonds, property, hedge funds, commodities, etc.
  • Assess your individual insurance cover needs, taking into consideration cost, flexibility and mobility.
  • Create a full financial plan that covers your short-, medium- and long-term requirements.

We also specialise in sourcing and structuring solutions such as:

  • Sourcing mortgages for those with unique and unusual requirements - whether you live in the UK or abroad.
  • If you're an expat, we can structure your individual finances to make full use of your mobility. Here we'd use the UK's very favourable non domicile tax status or future non-resident planning.
  • If you have a limited company, we can optimise the way in which income is paid out and retained earnings are released.
  • If you're moving back to your home country, we can structure your assets - particularly if you intend to leave savings or investments in the UK.

Contact our wealth team

South Africa

Cape Town
Regent Square
Doncaster Road
Kenilworth 7708
t: +27 (0) 21 657 2120

201 The Annex
Ridgeside Office Park
t: +27 (0) 31 536 8843

United Kingdom

Castlewood House
77/91 New Oxford Street
t: +44 (0) 20 7759 7514

5-7 Selsdon Road
South Croydon
t: +44 (0) 20 7759 7581


9 Yarra Street
South Yarra
VIC 3141
t: +613 (0) 86 514 500

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