Contact | flickering-glade

Getting in Touch

Whether you have specific questions about our services or simply want to explore whether we might be a good fit for your needs, we are happy to start a conversation. The best way to reach us is by email — we aim to respond within one business day.

For those who prefer a more personal introduction, we welcome visitors to our London office. We suggest scheduling in advance to ensure someone is available to meet with you properly rather than catching us between appointments.

Email

[email protected]

Office Address

47 Gracechurch Street
London EC3V 0BT
United Kingdom

Office Hours

Monday to Friday: 9:00 - 17:30
Saturday and Sunday: Closed
Bank Holidays: Closed

Finding Our Office

Our office is located in the heart of the City of London, easily accessible by public transport.

By Underground: Monument station (District and Circle lines) is a three-minute walk. Bank station (Central, Northern, Waterloo & City lines) is approximately five minutes on foot.

By Rail: Fenchurch Street station is nearby, and Liverpool Street station is within walking distance.

By Bus: Multiple routes serve Gracechurch Street and the surrounding area, including routes 15, 35, 47, and 149.

The building entrance is between a coffee shop and a stationery supplier. Take the lift to the third floor and turn right — our office is clearly marked.

Before Your Visit

To make the most of an in-person meeting, please email us in advance with a brief summary of what you would like to discuss. This allows us to prepare relevant materials and ensure the right team member is available.

If your schedule changes and you need to reschedule, simply let us know as soon as possible — we understand that plans shift.

About Our Practice

A brief overview for those learning about us for the first time.

Financial Management Specialists

Since 2012, we have provided financial planning and advisory services to London businesses and individuals. Our approach emphasises practical guidance over theoretical complexity — we focus on what will actually work in your specific situation.

Our team combines experience from corporate finance, private banking, and management consulting. This breadth allows us to address diverse challenges, from day-to-day cash flow management to long-term strategic planning.

FCA registered and fully compliant
Chartered financial planning qualifications
Professional indemnity insurance maintained

Frequently Asked Questions

Answers to common enquiries about getting started.

What should I include in my initial email?

A brief description of your situation and what has prompted you to seek guidance is helpful. You might mention whether you are a business or individual, the general nature of your needs (cash flow, planning, growth, etc.), and any particular constraints or urgency. This helps us direct your enquiry to the most appropriate team member.

Is the initial conversation free?

Yes. Our initial discussion — typically 30 to 45 minutes — is complimentary. It allows both parties to assess fit without obligation. We will ask questions to understand your situation and share how we might help. If it makes sense to proceed, we will discuss scope and fees at that point.

How quickly do you typically respond?

We aim to acknowledge enquiries within one business day and to schedule an initial call within the following week. During particularly busy periods, this may extend slightly, but we will always let you know if there will be a delay.

Can meetings be conducted remotely?

Absolutely. We conduct most meetings via video call and have clients throughout the UK and internationally. Secure document sharing platforms allow us to work effectively regardless of location. In-person meetings remain an option for those who prefer them or find themselves in London.

Do you take on clients outside London?

Yes. While we are based in London and many clients are local, we serve businesses and individuals across the United Kingdom. Our remote working capabilities developed during 2020-2021 have remained a permanent part of how we operate. International clients are also welcome, though cross-border matters may require collaboration with local specialists.

What information will you need from me?

For initial conversations, nothing beyond what you choose to share. If we proceed to a formal engagement, we will provide a detailed checklist of documents needed — typically recent accounts, bank statements, existing plans or projections, and relevant legal documents. We explain why each item is needed and handle all information with strict confidentiality.

We Look Forward to Hearing From You

Whether your question is simple or your situation complex, we are here to help.

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