About Our Practice
How we came to be and what drives our work today
Our Story
We established this practice in 2012, following fifteen combined years working in corporate finance and private banking. During those years, we noticed a persistent gap: smaller businesses and individuals often received either overly complex advice designed for large institutions, or oversimplified guidance that failed to address their actual circumstances.
We set out to build something different. A practice that would bring institutional-quality thinking to clients who deserved careful attention but did not fit the typical private wealth profile. The response from London's business community confirmed our instincts — there was genuine appetite for thoughtful, accessible financial guidance.
What Sets Us Apart
Unlike many in our field, we maintain deliberately limited client numbers. This allows us to provide genuine attention rather than assembly-line service. Each relationship receives dedicated time, with senior practitioners involved in every engagement rather than delegating to junior staff.
We also believe strongly in knowledge transfer. Our goal is not to create dependency, but to help clients develop their own financial literacy. The best outcome for us is a client who understands their situation so well they could navigate confidently on their own — though most choose to continue our partnership.
Our Leadership Team
Meet the people guiding our practice and serving our clients.
Jonathan Whitmore
Managing Director
Jonathan spent twelve years at Barclays Wealth before co-founding our practice. He leads strategic planning engagements and oversees client relationships. His particular interest lies in helping family businesses navigate generational transitions.
Eleanor Chen
Director of Advisory Services
Eleanor joined from KPMG's transaction services practice, where she advised on acquisitions and restructurings. She brings analytical rigour to our cash flow and business planning work, with a talent for making complex scenarios comprehensible.
David Okonkwo
Senior Financial Consultant
David specialises in personal wealth management, having previously worked with high-net-worth clients at Coutts. His calm demeanour and attention to detail make him particularly effective with clients facing complex personal financial situations.
Our Philosophy
The beliefs that shape how we work and what we deliver.
Prudent Guidance
We favour conservative approaches that protect against downside risk. Growth matters, but not at the expense of stability. Our recommendations reflect this bias toward sustainability.
Practical Implementation
Strategies that exist only on paper help no one. We work alongside clients to ensure recommendations become reality, adjusting as circumstances evolve.
Contextual Awareness
Financial decisions do not occur in isolation. We consider regulatory environments, market conditions, and personal circumstances when crafting recommendations.
Clear Communication
Financial jargon often obscures rather than clarifies. We explain concepts in straightforward language, ensuring clients genuinely understand rather than just nodding along.
Key Milestones
Significant moments in our development as a practice.
Practice Founded
Opened our first office in the City of London with a founding team of three and a dozen initial clients.
Expanded Advisory Services
Added dedicated personal wealth management capabilities, broadening our offering to individual clients.
200th Client Engagement
Reached a significant milestone while maintaining our commitment to personalised service.
Remote Service Launch
Successfully transitioned to remote-first delivery, extending our reach beyond Greater London.
Continued Growth
Welcomed our newest team members and exceeded £28 million in assets under guidance.
Industry Recognition
Acknowledgements from peers and professional bodies.
Working With Us
What clients can expect from the engagement process.
A Collaborative Approach
We view ourselves as partners rather than vendors. This means genuinely listening to your concerns, respecting your preferences, and adapting our methods to suit your communication style. Some clients prefer detailed written reports; others want brief calls. We accommodate both.
- Regular progress updates in your preferred format
- Direct access to senior advisors — no gatekeeping
- Honest assessments, even when uncomfortable
- Flexible engagement terms without long lock-ins
Interested in Learning More?
We would welcome the opportunity to understand your situation and discuss how we might help.
Start a Conversation