Planning to Meet Your Purpose
We are an independent purpose-led wealth manager for entrepreneurs, business leaders, and families.
Establishing ‘How Much is Enough’
Knowing ‘how much is enough’ for you, helps manage expectations, emotions, and business sale negotiations. Cash flow modelling shows how much you need – and how best to invest it.
Creating Tax Efficiency
We help your wealth to grow more efficiently by advising on the right tax structures – SIPPs, ISAs, personal portfolios, and more – all unified under one strategy and accessible via the Six Degrees app.
Estate Planning Advice
Your wishes for your family’s future guide our approach. We assess your inheritance tax exposure and advise on a range of strategies in order to manage the tax burden effectively.
Reducing Fees with Index Investing
We favour diversified investment strategies using low-cost index funds – because we don’t believe that anyone can predict the future.
Conviction & Transparency
Delegating control isn’t easy. That’s why we offer advice with conviction and full visibility of your financial life through the Six Degrees app.
WHO WE PARTNER WITH
On the Journey rather than at the destination
Clients have typically gone through at least one business sale, and expect to go through several more.
High EQ and Purposeful
A strong affiliation with the concept of purpose.
Self-made
Our clients have created outstanding businesses from scratch and know the value of hard work.
A strong appetite to learn what they don’t know
They value advice with conviction.
They value their ecosystem
They recognise that wealth creation is typically enabled by those most important to them.
OUR INVESTMENT PHILOSOPHY
Costs have the biggest impact on long-term investment returns. Allocate fee budget wisely and keep costs as low as possible.
It is impossible to predict the future. Public markets are efficient: long-term consistent outperformance is rare and expensive.
Investor behaviour is a key determinant of long-term outcomes. Coaching helps block out the short-term noise, to focus on the purpose.
Diversification is the only free lunch in investing. Ensure that the portfolio is diversified across and within different asset classes.
Rebalancing should be driven by market movements to ensure that portfolios remain within risk parameters, capture returns and minimise losses.
SEEING EVERYTHING IN ONE PLACE
Enabled by cutting-edge technology, we provide clear and simple visibility over your entire financial life.
