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 create an environment to enable high net worth families to enjoy and plan their wealth to create the best possible family legacy.

It has four key strands:

Planning

Estate planning sets objectives and structures Lasting Powers of Attorney and Wills to give them effect. Prospective Attorneys and Executors need to be chosen and prepared for their roles and what they will mean for their lives.

Preparation

 Thorough preparation will allow attorneys and executors to step in and manage the finances, health and lifestyle of a family member when the time comes. They will have full access to all relevant documents and information. Investing this effort early on saves future time and money and reduces distress when family members can no longer manage their own affairs or pass away.

Management

All good things come at a price. A high net worth family has tax advisers, accountants, financial advisers, investment managers – all fill crucial roles, but they do not manage the day-to-day life which wealth brings. A family concierge deals with the burden of complexity and administration, freeing up time to enjoy the things that matter.

Attorney and Executor 

Professional attorney or executor has no role until called up by circumstances. When they do step in, they need expert help and guidance so that the final phases of a family member’s life do not thwart the vision of a happy legacy.

Please contact us for further information

Contact Us

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 became a partner and advised pension scheme trustees on funding and investment strategy. In 2011, he became Chief Executive Officer of its wealth management subsidiary, Barnett Waddingham Investments LLP which was acquired by Whitefoord LLP  in 2014. Andrew successfully integrated the business and was responsible for managing the Whitefoord SIPP. He subsequently served as Deputy CEO.  Andrew was closely involved in the Whitefoord’s compliance, governance and acquisition strategy.

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 Vince continued working there for 3 years as Director of Actuarial and Consultancy and after he left as an employee, 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.