Family & High Net Worth
Your personal Financial PA — bringing order, clarity and peace of mind to your financial life.
Managing significant personal wealth shouldn't mean juggling multiple advisers, chasing paperwork or worrying about what's been missed. We act as your Financial PA — a single, trusted point of contact who takes care of the detail so you don't have to.
Is This You?
The challenge most individuals face.
Wealth brings complexity. Without the right support, that complexity becomes a burden on your time and peace of mind.
Fragmented Advisers
Your tax adviser, solicitor, wealth manager and accountant operate in silos — nobody has the full picture of your financial affairs, and co-ordination falls on you.
Financial Admin Overload
Bank correspondence, tax deadlines, trust paperwork, property accounts — the administrative weight of managing personal wealth is relentless and easy to let slip.
No Forward Visibility
Without clear financial forecasting, it's hard to know where you stand today — let alone plan confidently for the future.
Our Approach
Beyond compliance. Towards strategy.
We act as your Financial PA — the central, trusted point of co-ordination across your entire financial life. We handle the detail, manage the relationships and give you complete visibility, so you can focus on what matters most.
What's included
Our Family & High Net Worth services
Financial PA Services
Think of us as an extension of your personal team. We manage your financial administration, co-ordinate across your advisers, handle correspondence and keep everything organised — giving you peace of mind that nothing is being missed.
Financial Reporting & Statutory Accounts
Comprehensive management and statutory accounts prepared for trusts, family structures and personal wealth holdings — giving you a clear, accurate picture of your financial position whenever you need it.
Tax Compliance & Strategic Planning
End-to-end management of your personal tax affairs — including self-assessment, trust registration with HMRC, onshore and offshore matters, and co-ordination with external advisers to ensure a fully joined-up approach.
Financial Forecasting & Forward Planning
We provide clear cash flow forecasting and financial projections so you always understand where you stand today and what lies ahead — helping you make confident decisions about spending, giving and long-term planning.
Banking Support & Administration
We assist with banking relationships, support banking administration and co-ordination, and help simplify your day-to-day financial organisation — from account management to reporting.
Succession & Estate Planning
We co-ordinate with Nordens Wealth Management and your legal advisers to facilitate succession and estate planning — ensuring your wishes are structured, tax-efficient and aligned with your broader financial plan.
Trust & Estate Administration
Expert setup, ongoing management and regulatory compliance for trusts, ensuring they remain tax-efficient, properly registered and aligned with your long-term wishes.
Cash Flow & Expense Management
Overseeing day-to-day liquidity, bank reporting, household budgets and staff payroll. We ensure your personal finances run smoothly and everything is accounted for.
Governance & Confidentiality
Robust financial oversight frameworks that maintain the highest levels of discretion, regulatory compliance and structured governance to protect your wealth across generations.
International Tax & Residency
Navigating cross-border tax obligations for internationally mobile individuals, non-domiciled residents and families with global assets across multiple jurisdictions.
Property Portfolio Management
Tax-efficient structuring and ongoing financial management for residential and commercial property holdings, including rental income optimisation and CGT planning.
Philanthropic Advisory
Strategic guidance on charitable giving, foundation setup and tax-efficient philanthropy that maximises both community impact and personal benefit.
How We Work With You
A structured process.
Personal Discovery
A comprehensive, confidential review of your entire financial position — assets, structures, tax exposure, family dynamics and personal objectives.
Tailored Plan
We design a bespoke plan covering tax, succession, trusts, property and forecasting — all connected and co-ordinated by us.
We Take Care of It
We execute across all areas, liaising with solicitors, wealth managers, bankers and other advisers on your behalf — so you don't have to.
Ongoing Support
Regular reviews ensure your plan adapts to legislative changes, life events and evolving personal circumstances. We stay close so you always feel supported.
The Outcomes You Can Expect
Better decisions. Stronger results.
One Trusted Point of Contact
A dedicated Financial PA with full visibility across your financial life — no more chasing advisers or worrying about what's been missed.
Complete Peace of Mind
Confidence that your financial affairs are expertly managed, fully compliant and structured for the long term.
Clear Financial Visibility
Detailed forecasting and reporting that shows you exactly where you stand today and where you're heading — no surprises.
Your Life, Simplified
We handle the complexity so you don't have to. Less time on admin, more time doing what you love.
Need Wealth Management?
Nordens Wealth Management
We don't provide wealth management or investment advice — but our sister company, Nordens Wealth Management, does. We facilitate and co-ordinate the relationship on your behalf, so you get a seamless, joined-up experience without managing multiple providers yourself.
- Seamless introduction and ongoing co-ordination with Nordens Wealth Management
- Your tax position and financial plan stay fully aligned
- One joined-up experience — we handle the relationship for you
- Complete discretion and confidentiality throughout
Family & High Net Worth Knowledge
Family & High Net Worth insights.
FAQ
Common questions.
What do you mean by 'Financial PA'?
Do you provide wealth management or investment advice?
At what level of wealth should I consider this service?
How do you work with my existing advisers?
Can you help with financial forecasting?
Can you help with banking?
What makes this different from a standard accountant?
Ready to get started with Family & High Net Worth?
Let's have a confidential conversation about how we can simplify your financial life.
Explore our other services
Tax
Proactive tax planning that protects your wealth and fuels growth.
Strategic Advisory
Commercial intelligence to navigate complexity and seize opportunities.
Audit & Assurance
Rigorous audit services that build stakeholder confidence.
Accounting & Compliance
Streamlined compliance so you can focus on what matters.
Restructuring & Insolvency
Expert guidance through financial complexity and turnaround.
Cloud Accounting
Real-time financial visibility powered by modern technology.
Fractional CFO
Board-level financial leadership, without the full-time cost.