The Core
Service

Our Core Service gathers and securely stores details of all our client’s important financial and domestic arrangements in an electronic vault. Both we and our clients can upload and update the information in the vault, with the option for clients to delegate access to others, such as a spouse or children. We have identified a third-party IT solution for this purpose.

“A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life”

- SUZE ORMAN -

A Financial
Spring-Clean

The information stored will include everything an attorney or executor needs to act, such as details of financial service providers and records of gifts made. We also store information that a surviving spouse or beneficiaries may require, such as details of key service providers.

The initial service and regular updates will be provided personally, with support available by phone, video call, and in person.

Preparing Inheritance Tax and Estate Tax Returns can be costly and risky for executors if information is difficult to locate. Our Core Service is designed to ensure our clients’ executors are as informed and prepared as possible, making the probate and estate management process as efficient as possible. We will work closely with the family’s chosen probate practitioner, giving our clients’ executors much greater control over costs and timelines.
Bespoke Concierge Services.

Bespoke Concierge
Managing day to day life

“Life is easy to chronicle but bewildering to practice”

- E.M FORSTER -

Bank Account
Management

Bill and invoice payment, setting up standing orders, and transferring money between accounts. We will arrange with a private bank to operate client bank accounts with two-person sign-off for security and complete visibility to the client.

Assistance with
Budgeting & Cash Flow

Regular reviews of spending and credit card statements to help clients stay on top of their income and expenses.

Diary
Management

Keeping track of insurance renewals for properties, vehicles, and chattels, as well as utility renewals, to ensure they are completed on time and providers are reviewed if desired.

Ongoing
Collection of Information

Gathering tax certificates and other necessary documentation to provide to the client’s tax adviser at year-end.

Property
Management

Similar support for managing second properties and rental properties.

Please get in touch to discuss your needs

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 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.