Market Focus

We act for mid-market privately-owned family businesses and professional practices, typically with a turnover between £1 million and £30 million, and high net worth individuals with total wealth in excess of £1 million. These can be at any stage of their life cycle from start up to exit and can be growing or declining.

We typically work closely and for the long term with the key decision makers in the organisation who often seek a “critical friend” as their key adviser.

Whilst we undertake work across the UK, our geographic focus is upon the North West of England and North Wales and increasingly in London.

We have particular specialisms in:

Family businesses

More information about our work with family business is available here

Professional practices

In particular lawyers, surveyors and Architects.

More information about our work with professional practices is available here

Service Approach

Overall this is to make every client feel that they are our only client. We aim to comprehensively understand our clients’ needs and to provide a service that meets those needs but we categorically do not have a series of products that we seek to sell.

Find out more about our approach to fees and method of delivery

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