About Us

We have decades of experience advising clients on how to make the most of their money. We strive to help you plan the most tax-efficient way of achieving your financial goals; be that offshore, onshore, under trust or in conjunction with your own private fund manager.

Tom KeanTom has worked in finance since 1987 and has a wealth of experience, particularly in relation to complex investment and pension planning aligned to inheritance tax mitigation and Trust management. He is widely published in the financial press and is a vociferous critic of the political side of the profession. Tom also co-founded The Henley Swim in 2004, which is now a large and established summer open-water event in Henley, raising many thousands of pounds each year for various charities.


Tom's Linkedin Profile:

Tom Kean


Our Happy Clients:

I am very grateful to you and your team for the excellent customer service and hard work you have put in.

Thank you for all your hard work on my behalf. I am very happy with everything we decided on and will have my pen in my hand ready and waiting.JB
I believe you are doing your best to protect your client's interests, which I have always found to be true.