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Boringly serious about your money.

We’re very happy to be boring in our investment approach, focusing on achieving decent returns of around 5% pa with low risk. On this website, you can learn more about our investment strategy, our creative structures, our values and approach, and our highly personal service – all designed to put you in the strongest long-term financial position.

Wealth Management Solutions


Defer your tax, using our expertise in Offshore Wrappers.

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Give your pension the active management it needs.

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Gift Trusts

Be guided by us to minimise your estate’s Inheritance Tax liability.

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Utilise the best investment structures, wherever you are based.

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As the latest recruit to the team, it’s a breath of fresh air to see how client-focussed and genuinely caring my new colleagues in HBFS are.
David Margo