The term Private Client is used when dealing with the financial affairs of High Net Worth individuals.
Again , there is really no secret. Income has to exceed expenditure, but it is not uncommon for specific advice to be requested as to specific Capital and Income Tax mitigation. Harris & Clarke do not offer Investment advice and are not authorised to do so. They do however have close links with the major stockbrokers and IFA’s in the area and find that a division of duty is often preferable. (Jack of all trades master of ……….)
We also act as Powers of Attorneys in concert with local Solicitors and would like to think that we offer an approachable, competent service to this important sector.
With experience comes the ability to provide a competent all round advisory service in addition to the basic need for fiscal compliance.