Your Legacy

Your Family's Happiness

Our Mission - Making it Happen

“You go through life wondering what it is all about but then at the end of the day it’s all about family”

- ROD STEWART -

Guiding you to a better tomorrow

We provide a financial concierge service to high-net-worth individuals. Our core service leverages technology to organize our clients’ financial affairs, ensuring that all key information and documents are kept up-to-date and easily accessible.

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Thorough preparation allows a family member, attorney, or executor to step in and manage financial arrangements with full access to all relevant information and documents when necessary. Investing effort early on, saves time, money, and reduces distress if the family member can no longer manage their financial affairs or passes away. Preparation minimises professional fees, simplifies attorneyship, and speeds up the probate process for executors, taking some stress out of what is always a difficult situation.

Our Services

This thorough preparation will allow a family member, attorney, or executor to step in and manage the client’s financial arrangements with full access to all relevant information and documents when necessary. By investing effort early on, we aim to save time, money, and reduce distress if our clients are no longer able to manage their financial affairs or pass away. This preparation should help minimise professional fees, simplify attorneyship, and speed up the probate process for executors, taking much of the stress out of what is always a difficult situation.

Chiltern Trust

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Elena Blair

Elena holds the MCIPD qualification and has a wealth of HR, governance and compliance experience within blue chip multinational organisations. Committed to good practice, she strives to provide pragmatic and balanced advice and has great awareness of Corporate Social Responsibility. Elena has been acting as Vince’s personal PA and ran the Board Secretariat in his previous business.

Lucy Tiddy

Lucy graduated from Manchester University and has spent most of her career in Financial Services. Her introduction to the industry was as a SIPP administrator at Legal & General, before progressing to SIPP manager responsible for implementing regulatory and tax changes. She then worked for a wealth management firm, before moving to Chalfont where she supports the Partners providing financial planning services to its clients.

Andrew Twells

Andrew has 27 years of industry experience. After graduating from Cambridge University, Andrew trained as an actuary at Barnett Waddingham LLP where he advised pension scheme trustees on funding and investment strategy and subsequently became a partner of the firm. In 2011, he became Chief Executive Officer of Barnett Waddingham Investments LLP, the firm’s wealth management subsidiary. In 2014, Barnett Waddingham Investments LLP was acquired by Whitefoord LLP. Andrew successfully integrated the business and was responsible for managing the firm’s SIPP. He subsequently served as the Firm’s Deputy CEO and was closely involved in the firm’s compliance and governance arrangements and acquisition due diligence.

Vince Whitefoord

Vince qualified as an actuary in 1979 after graduating from Liverpool University and working for Duncan C Fraser, Consulting Actuaries and Crown Life Insurance Company.He set up an actuarial firm Whitefoord & Foden which provided pension trustee, actuarial and administration services. The firm was acquired by Abbey National Bank in 1995 and continued working there for 3 years as Director, Actuarial and Consultancy and after he left as an employee, he remained as Chair of their Pension Trustee Company for 15 years. In 2000, he formed Whitefoord Wealth Management, a private client investment and advice firm, where he worked as Chief Executive Officer until 2023.