I want to reclaim a work-life balance

Create the life you envision

Life as a well-paid executive or business owner has treated you well financially, yet you’ve come to understand that the genuine wealth of life resides in love, laughter, and meaningful experiences. When you’ve got little time on your hands outside of the daily grind, enhancing your quality of life becomes even more challenging.

Does this sound like you?

  • You’re considering a move into a portfolio of non-executive director roles
  • You want to downshift a gear or two to reclaim a part of yourself
  • You’d like to use your wealth to have the richest experiences in life
  • You need to take a step back and understand what brings you joy and happiness.

Discover your passions and pursue your aspirations

While you earn a comfortable income and enjoy your job, you’ve reached a point where your earnings serve a larger purpose beyond the here and now. You need to think about the quality of your life post-earnings.

Whether this means transitioning to a non-executive position or scaling back the intensity of your career, the definition of a fulfilling life is unique to you and your loved ones.

When you put your faith in us, you will...

Dream bigger than ever before

Many people limit their dreams because they're stuck in the present. We encourage you to break free from that and think about what you really want for your future and how you will reclaim that part of yourself that is missing. So, dare to dream boldly and unapologetically.

Put your family in the safest hands

Picture a future where you and your loved ones feel assured and optimistic. That's what we provide: confidence in a brighter tomorrow. Your partner and children will not only feel secure but will also enjoy an enhanced quality of life thanks to the choices you make.

Be assured we’re looking out for you

What we deliver to each client is 100% bespoke. Gone are the days of a cookie-cutter approach. We firmly believe in prioritising your individual requirements and preferences, rejecting the notion of fitting people into predefined moulds. We celebrate your individuality.

That's enough from us. Hear it from the people who really matter: our clients

I think the most important thing for me working with Ian is that he's a really nice guy, he's a lot of fun, and he's one of the most honest people I've ever met in my life.
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Nick and Minsi Rucker
Ian’s expertise gives us the comfort and assurance we need for our financial future
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Richard and Susy Parkhouse
Ian has been a comforting presence, handling my finances so I can navigate this transition with a little more ease.
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Kate Pierce