Financial services professionals
Through our partner-led services, we aim to save our clients’ money and take away the frustration of complex accounting and tax administration. Our specialist financial services team acts for a number of high-profile financial services individuals across a wide range of businesses, from start-up hedge funds to multinational banks, from newly appointed partners to FTSE 100 board members.
There is no such thing as a standard Saffery Champness client, but they often have several things in common - they appreciate the continuity of advisers over a sustained period.
Their finances are substantially more complex than the average person’s and can benefit from the wide range of sector and geographic expertise which we offer. They like assistance to sort out their finances, including creating a financial plan for their families.
They require advisers with the knowledge and capability to be able to follow them when they move on from one organisation to another, or to assist them when they set up a new operation in their own right. They may have suffered from a lack of service at other firms, where they were treated as part of a corporate structure.
They require advisers who value personal relationships and offer a partner-led service in which they will always be able to speak to the right person and have matters dealt with promptly.