Partner Directory
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Our Partners:
Cherry Picked Residential
Cherry Picked Residential is an independent estate agency based in Summertown, Oxford, specialising in residential sales across Oxfordshire. Founded in 2017 by brothers Vinny and Ajay Kumar, the agency has over 40 years of local property experience.
Finders Keepers
Finders Keepers is a full-service property agency with over 50 years of experience in Oxfordshire. They offer expert lettings, sales, property management, investment, and interior design services. They provide comprehensive property solutions to landlords, tenants, buyers, and investors.
Property Formula
Property Formula is a vibrant, young, and dynamic firm of RICS Chartered Surveyors based in the heart of Oxfordshire. It has local and regional coverage but frequently operates nationally due to our comprehensive specialist property-related advice services.
Riverstone
Riverstone offers exceptional later living in the heart of London, with beautifully designed residences for people over 65. Each community combines luxury living with outstanding amenities, including wellness facilities and cultural partnerships.
Venelle
Venelle Life offers bespoke home care services across London, Hertfordshire, Surrey, and West Sussex, blending luxury living with compassionate support. Their tailored care plans encompass companionship, concierge services, and round-the-clock assistance.
Chester Rose
Chester Rose is an independent financial planning firm dedicated to helping clients build better financial futures. They offer tailored advice across investments, pensions, estate planning, and protection, focusing on holistic, client-first service.
Wise Investment
Wise Investment is an independent, employee-owned financial planning and investment management firm based in Chipping Norton, Oxfordshire. Established in 1992, they offer personalised services including pensions and retirement planning, tax and estate planning, life insurance, and discretionary portfolio management.
William & Partners
William & Partners is a dynamic investment advisory firm offering integrated wealth management, consultancy, and private office services. Combining decades of experience in wealth management and law, they provide tailored strategies across public and private capital markets.
Carrington Wealth Management
Carrington Wealth Management is a boutique, award-winning financial planning and investment firm based in London. They provide independent, fee-based advice tailored to each client’s unique goals, specialising in retirement planning, tax optimisation, estate planning, and active investment management.
Herbert & Webster
Herbert & Webster is a Chartered, independent financial advisory firm. Established in 2010, they provide comprehensive, fee-based financial planning and wealth management services tailored to high-net-worth individuals and families. Their expertise encompasses pensions, investments, estate planning, tax strategies, and protection
Nightingales Wealth Management
Nightingales Wealth Management is an independent financial advisory firm serving clients in London and the Thames Valley. It offers personalised, holistic advice on key areas, including pensions, investments, mortgages, protection insurance, and tax-efficient estate planning.
Lifestyle Wealth
Lifestyle Wealth is a financial advisory firm dedicated to helping clients align their financial strategies with their personal life goals. They offer a bespoke, client-centric approach, focusing on understanding individual aspirations to create tailored financial plans. Their services encompass comprehensive financial planning, lifestyle discovery, and actionable strategies.
Wellers Accountants
Wellers Accountants offers comprehensive accounting, tax, and business advisory services. With offices in London, Oxford, Banbury, and Thame, they cater to individuals, startups, growing businesses, and those planning an exit strategy.
Shawgibbs
Shaw Gibbs is a top 40 UK accountancy and tax advisory firm, providing expert support to individuals and businesses across Central and Southern England. They offer a full range of services, including accounting, tax planning, payroll, and specialist advice tailored to various sectors.
Eldering
Eldering is an online platform that supports families caring for ageing parents, offering expert guidance, practical tools, and a supportive community. Their resources help navigate the emotional, legal, and financial challenges of eldercare with confidence and clarity.
Barnes Property
Barnes Property is a bespoke property consultancy specialising in discreet sales, acquisitions, and advisory services across London and the Cotswolds. Led by Andrew Barnes, Senior Director at UK Sotheby’s International Realty, the firm offers tailored, off-market solutions for clients seeking privacy and precision in high-value property transactions.
LGT Wealth Management
LGT Wealth Management is a wealth management firm offering personalised investment and financial planning services to individuals, families, charities, and institutions. Founded in 2008, the firm is part of LGT Group, owned by the Princely Family of Liechtenstein, and is committed to building lasting partnerships based on trust and transparency.
Cavendish Homecare
Cavendish Homecare is a London-based, family-run provider of bespoke private nursing and home care services. Founded by Registered Nurse Mairead Liston, it offers personalised, nurse-led care plans tailored to individual needs. Services include palliative, post-operative, dementia, cancer, and live-in care, all delivered with compassion and discretion.