Let's Discuss Your Financial Future
We're selective about client partnerships, but if you're serious about strategic financial management, we'd like to hear from you.
Get in Touch
The first step is a conversation. We'll discuss your current situation, your goals, and whether our services align with your needs. No pressure, no sales pitch—just an honest assessment of whether we're a good fit.
Office Location
trendy-compass Financial Services
45 Threadneedle Street
London EC2R 8AH
United Kingdom
Office Hours
Monday – Friday: 9:00 AM – 6:00 PM
Saturday – Sunday: Closed
We typically respond to all inquiries within one business day.
What Happens Next
Once we receive your inquiry:
Initial response. We'll reply within one business day to confirm receipt and ask any clarifying questions if needed.
Discovery call. We'll schedule a 30-minute phone conversation to understand your situation and explain how we work.
Proposal. If we're a good fit, we'll outline which services make sense for you and provide clear pricing.
Engagement. Once you decide to proceed, we begin the onboarding process and start working on your financial strategy.
The entire process from first contact to active engagement typically takes 1-2 weeks, though we can move faster if circumstances require it.
Who We Work With
We're most effective working with:
Professionals with complex finances. If your financial situation involves multiple income sources, investment properties, stock options, or international elements, we can help navigate that complexity.
Business owners. Optimizing the intersection between personal and business finances requires specialized expertise. We work with established business owners looking to maximize both business value and personal wealth.
Pre-retirees and retirees. The transition from accumulation to distribution requires different strategies. We help clients structure retirement income efficiently and preserve wealth through retirement.
High earners without time. If you're capable of managing your own finances but lack the time or inclination, we handle it professionally while keeping you informed.
We're not a fit for everyone. We focus on clients who value strategic advice and are looking for long-term partnerships rather than transactional services.
Frequently Asked Questions
What's your minimum for investment management?
We typically work with portfolios of £100,000 or more for active investment management. For comprehensive financial planning without investment management, there's no minimum.
How are you compensated?
We charge transparent fees based on the services provided. For investment management, it's a percentage of assets under management. For planning and consulting, we charge fixed fees per service. No commissions, no hidden charges.
Do you only work with London-based clients?
While we're based in London, we work with clients throughout the UK. Most communication happens virtually, with in-person meetings available for London clients who prefer them.
What makes you different from other financial advisors?
Independence, transparency, and selectivity. We're not tied to specific products, we're clear about all costs, and we maintain limited client capacity to ensure quality service.
How quickly can we get started?
From first contact to active engagement typically takes 1-2 weeks. We can move faster for urgent situations, but we won't skip the discovery process—understanding your situation properly is essential.
Ready to Begin?
Reach out via email at [email protected] and we'll schedule a time to talk. Come prepared with questions—we appreciate clients who do their homework.