Clients need to know that the person they are dealing with:

• Is trustworthy.
• Is discreet.
• Does what they say.
• Gives advice even when that advice does not necessarily financially benefit the giver, but is in the client's best interest.
• Has a depth of knowledge and resource available to them.
• Refers to other professionals as appropriate.

One or more of the following criteria would typically apply for our clients:

• They are entrepreneurial in their field.
• They run their own companies or family trust funds.
• They have assets averaging over £1 million.