Our focus is supporting High Net Worth Entrepreneurs and Professionals, particularly Partners in the legal and accounting professions.

We are delighted to have been awarded Top Rated Adviser status for six consecutive years (2021-2026) by VouchedFor (TrustPilot for Professionals), and the Top Rated Adviser Guide for 2026 highlights the UK's best financial and mortgage professionals based on verified client feedback. The guide is published annually in national newspapers like The Times and The Telegraph.

It's not commonplace to prioritise financial planning but we believe one of the most important steps anyone can take is to do just that. We provide a professional, tailored service that focuses on your long-term aspirations but that also challenges these, where appropriate, to make the most workable financial plan possible, while protecting what is important to you.

We consider the environment and social responsibility, without being dictated by them, seeking to grow and build a responsible business so we’re making a positive impact now as well as the future for all our children. We provide the team with the ability to take paid time from work to support local community and education events, as well as the St. James's Place Charitable Foundation.

We aim to achieve all of the above by having fun together, a sense of purpose, as well as respecting others.

We make a point of avoiding unnecessary jargon, when discussing financial matters and discussing your financial strategy and ask for regular feedback from all clients, as this is the only way we believe we can truly improve the service and offering, as well as the range and quality of advice to our clients.  We foster professional relationships to be able to assist clients with legal, accounting, property insurance, estate administration and other professional areas of advice that we are unable to provide with the expertise we believe is required, thus we aim to be the first point of contact for your financial and professional needs.

Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law.

Having a trusted Chartered Financial Planner, who is also a non-practicing Chartered Accountant to lean on, can be invaluable to your financial security, as we help build, grow, protect or preserve both your and your family’s wealth.

Abrey Private Clients, Your Wealth Matters