About You
We work exclusively with clients for whom we can add significant value so if you are considering becoming a client of Stewart Investment Planning you will probably find our ideal client profile helpful:
Our ideal client types:
We deal primarily with the following types of client:
- Successful entrepreneurs and business owners
- Senior executives
- Senior legal & accounting professionals
- Trustees
- Green and ethical investors
- Individuals with inherited wealth
- Sports professionals
Our ideal clients typically have several of the following things in common:
- Investment capital (excluding property) of at least £250,000
- Would like to have their money well organised to create further wealth and preserve existing wealth tax-efficiently
- Need help and/or are too busy to organise themselves financially because of the demands on their time and energy with a highly successful business(s), careers or other interests.
- Thinking about or already retired
- Sold a business or considering their business exit strategy
- Would like their investments to take into account personal values and beliefs
- Want to develop a long-term relationship with a trusted, competent and professional adviser
- Are friendly, helpful and influential