Paul Duval and Michael Captieux are the company owners and have over 35 years experience in advising clients between them. Paul and Michael created their business, having spent many years at a major global bank, because they felt the need to offer a whole of market advice service to ensure they were able to meet the ever changing needs of their clients.
We specialise in providing advice to commercial business owners and corporate clients as well as individuals. We excel in the provision of investment management, working with leading fund managers. We also provide advice in relation to business succession planning, retirement (including auto enrolment for companies) and estate planning. We build our business on exceptional customer service.
Aston Court, Kingsmead Business Park, Frederick Place, Loudwater, Buckinghamshire, HP11 1LA
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