Andrea Dardi at Finsgate LLP

The lifeblood of our business is our clients, if our clients are happy, we are happy. We pride ourselves on giving highly personalised wealth management and financial planning advice. Putting our client's needs at the forefront of what we do is paramount.

About me:
I work with founders, senior financial executives, entrepreneurs and legal professionals who want more control over how their wealth is managed without relying on generic advisors, legacy institutions, or scattered opinions.

Most of the people I work with are already successful. They think clearly, make high-stakes decisions, and don’t need someone telling them what to do with their money. But at some point, often after a liquidity event, a cross-border move, or just a sense that things aren’t aligned, they start asking different questions:

🔍 Why does this feel more complicated than it should be?
🧾 Who’s really advising me and how are they getting paid?
🎯 Is my wealth actually set up to serve my life, or just to “perform”?

That’s where I come in.
At Coleman Wealth – Private Client Office, I lead our work across the UK and Switzerland and act as Wealth Advisor. 

Contact me to learn more and arrange a free chat!