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Senior Client Director
Specialism: Financial Advisory & UHNW Services IFA
Company: Strabens Hall
Location: London , England
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Average client size: £5 million - £25 million
Fixed fee offering: Yes - We offer a fixed fee quotation to clients once we have had an initial conversation with them to determine exactly what they are looking for.
Number of offices globally: 1-5
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Consulting and planning for HNW clients
Investment consulting for an UHNW private client to determine the best way to invest the proceeds of a recent business sale.
Arranging a whole of life policy to cover the inheritance tax liability for a 70 year old client.
Advising on, and setting up an offshore pension so that a UK client with a large onshore pension could transfer it overseas to avoid the lifetime allowance charge.
Cashflow planning for a recent divorcee so that she could determine the best way to structure her wealth following her recent divorce settlement.