CITYWEALTH LEADERS LIST 2017
We are delighted to announce that Paula Steele our Managing Director has once again been included in the Citywealth Leaders List.
The Citywealth Leaders List is a best of the best directory of leading professionals in the private wealth management and private client industry. The list brings together lawyers, accountants, family offices, private bankers and trustees who deal with private UHNW clients. The list is the result of an ongoing year-long programme of peer recommendation and rigorous verification.
Other Insights
‘Advising UHNW clients on life insurance and estate liquidity’ by Jacob Fay, published in IFA magazine
Advisors working with high-net-worth and ultra-high-net-worth clients in the UK are operating in an increasingly complex environment when it comes to estate planning. A central concern is how to manage substantial inheritance tax (IHT) exposure [...]
Our latest rate cards are now available
We have a wide range of life insurance products available, from whole-of-life to business protection, and our latest rate cards are now available
Associate Jacob Fay shortlisted in the CityWealth Future Leaders Awards 2025
Associate Jacob Fay has been shortlisted in the CityWealth Future Leaders Awards 2025, recognising his hard work and contribution to the team and the profession