- 7 Birchin Lane, London EC3V 9BW
- 020 7061 2345
Who we are &
where we came from
There were 13 of us, working on the same team for a large City-based wealth management firm. And we thought to ourselves, you know what, we could do this better ourselves.
We could build a business which would set a new standard in financial advice. Which could take care of all a client’s financial needs, under one roof. Which could use technology to bring people closer to their money. And which could, at the same time, be collaborative, game changing and – whisper it – enjoyable.
Fast forward a few years and plenty of late nights, and we believe we’ve done just that.