Fensham Howes specialises in providing fee-based investment advice and strategic financial planning solutions to individuals, families, and the trustees of private trusts.
Our typical individual client comes to us with a history of success and a desire to organise, simplify, and achieve his or her long term financial goals. Within this context, investing is not seen in isolation as an end in and of itself – rather it is used as a structural tool to support the achievement of defined life objectives. Our clients come from all walks and stages of life: partners in professional services firms, senior corporate executives, business owners and those retired from such positions.
In addition to our work with individual clients, we also provide specialist modelling services and investment advice to trustees of private trusts. This comprehensive service allows them to perform their full range of fiduciary duties with confidence.