When teams and companies are passionate, their work speaks for themselves.
Want to join our team?
Working with The Quantum Programme has helped me to provide the best advice for my clients. The process builds trust between myself and my clients and allows me to understand them and their goals, alongside their entire financial picture. I work with clients over a period of years, so trust and understanding are really important.
Careful inheritance tax planning can significantly reduce how much inheritance tax you and your family will have to pay. We work to minimise your liability and maximise your legacy by implementing a number of management strategies that are available to us due to our independent nature.
Ethical investments and sustainable planning
Investing in sustainable and ethical companies is becoming a more common approach for investors as the returns they provide are often equal to any other investment option. Our team can work with you to ensure your investment strategy meets your personal beliefs and choices.
Helping you to put together a clear plan that details how, and by whom, your estate is to be managed. We will ensure a strategy is put in place to utilise all available allowances while minimising any additional costs.
Building a strategy that prepares for life after… You may wish to pay off a family mortgage or ensure grandchildren have money available for education. Whatever you decide your legacy is to be, we can ensure that an appropriate plan is in place.
Business Owner Strategy
Taking the pressure off the financial planning side of running a business, ensuring that appropriate policies are in place.
Bespoke asset management advisors
We are a young and dynamic team who you can be confident will look after you and your finances for years to come.
What sets us apart from other bespoke asset management advisors is that we take the time to understand you and your goals. It’s not unusual to not know what your long-term goals are before you speak with us, but we can help you figure out what’s important to you and the legacy you want to leave behind.
Our experiences have helped to form our bespoke process, The Quantum Programme, developed with you in mind to ensure every client receives a holistic approach to their asset management.
Within our team, we are proud to have a number of award-winning individuals, as well as a growing number of Chartered Wealth Strategists.