Putting you at the heart of everything we do

Transformative advice

“Working with Michael has been truly transformative. His advice on our financial goals was exceptional, backed by a clear analysis and an achievable action plan. What truly sets Michael apart is his knowledge, combined with a patient and compassionate demeanor, which makes every important discussion feel manageable and reassuring. We feel confident and optimistic about our and every other client’s financial future who works with Michael.”

Well balanced advice

“I met Alex a year ago through LinkedIn. Over a coffee a couple of times, we discussed my particular personal situation, the limitations that it presented, and possible opportunities for how he could help. He explained very clearly—with facts, figures, and skilfully sketched on-the-spot diagrams—what my available options could be, with no pressure applied. One year on, I am very pleased that I met Alex and took his well-balanced advice. I have no hesitation in recommending Alex as a true professional in his industry to discuss your own situation and receive his sound and honest advice. It’s worth meeting Alex just to experience his huge enthusiasm for his chosen subject!”

Uncovering opportunities

“Danielle provided an amazing personal service for us helping myself and my husband organise our pensions. Like many, we only had a box of papers from schemes we’d joined and left each time we moved house or jobs over 30+ years, and didn’t actually think we had anything that would add up to an available pension. Danielle took full control of these for us and actually found us a substantial pension pot we didn’t know existed. She has advised us on how best to manage this for the future and also updated our life insurance policy for us. She did an amazing job and I can’t recommend her highly enough.”

Clear Communication

“Without you, we would not be thinking about these things in sufficient detail.  

Thank you again for your enormous help and support and we now feel as if we are working towards a very exciting next phase. It has been a lovely mindset change.”

A Personal Approach

“Mr Schenk is a truly gifted individual. I met him in Shanghai and immediately recognized his ability to connect with people. He did a thorough financial analysis and planning for me while living abroad to maximize funds at my disposal, and I was greatly impressed with the high quality of work he did. Not just from a professional point of view, but also his ability to connect and understand client needs. It is often said that those who are by far the best at what they do perhaps lack in some other character trait, but with Mr Schenk it is completely different. As a person, he is simply a true champion who communicates well while possessing excellent knowledge about his profession. He is the best. I would highly recommend his services.”

International Planning Advice

“I’ve known Tom for many years, he has been my financial advisor since we first met in Shanghai back in 2017. Tom has been steadfast in his financial guidance, providing solid advice on investments, pensions and savings. He has an excellent understanding of the APAC and ASEAN financial landscape which enables him to grasp the needs of his regional clients and provide insightful guidance for future financial planning. I would recommend Tom for your personal financial planning needs.”

Client Focused

“May I just say how much I appreciate the excellent, always professional and prompt service from Samantha Cleeve on the tax side of things? 

It has been such a stress-free pleasure to be under her guidance. She is clear, precise and free of jargon in her brief and informative explanations. What a credit to the company. I cannot recommend her highly enough. She is very client focused, and provides reassuring expertise and delivery of expertise. I am very grateful for her patient help and guidance.”

Confidence

“I often worry at the thought of talking about my finances, it is such a private thing. However, after a recommendation, I asked Cheryl to advise me on my financial position. She made me feel very comfortable because, she is not only professional and experienced, she is extremely personable and took every effort to help me to feel at ease. I am not a figures and money type of person but Cheryl explained everything so well that I understood everything about my finances. I immediately felt that she valued me as a person and that she wanted to do her best for me and my family.”

Integrity

“Andrew is a thorough professional. He is ethical and works at the highest levels of integrity. Andrew understands my financial needs. He has looked after my investments and guided me throughout.”

Planning for the unexpected

“Mr. Samuel Schenk is a rare combination of creativity and attention to detail. As a financial advisor, he consistently surpasses my expectations as a client. Samuel takes a comprehensive approach to wealth management, ensuring coverage for unexpected events and understanding client needs. He is an exceptional communicator, skilled at building strong relationships. His infectiously positive attitude makes working with him a pleasure.”

Bespoke Planning

“I cannot recommend Tom more highly – he is knowledgable, patient, and thoughtful in his approach, and I trust him completely. It is no understatement that Tom has changed our financial world, broadening our mindset and helped us make deliberate and exciting plans for our future. If you are looking for sound financial advice that is tailored to you, connect with him – you will not regret it!”

Agile Planning

“Cheryl was very professional, very patient, and gave excellent, balanced advice for our family. She was also particularly helpful during the time I was hospitalised and needed help with insurance claims. Would highly recommend Cheryl to anyone seeking a well-rounded financial advisor.”