Make confident decisions about the wealth you have built.
For business owners, professionals and senior executives. We bring your investments, pensions, business interests and family finances into one clear plan, for one flat fee.
The expensive questions.
However well things have gone, the families we work with tend to carry the same questions. Our work is to answer them, and keep answering them.
Can I afford to step back?
What will selling the business mean for my family?
Is too much of my wealth tied to my work?
How much can I give, and when?
Are all the pieces working together?
Who will look after all of this if I can't?
We take the weight off your shoulders.
Expertise, every step of the way.
Professional expertise to guide you through every decision, while we carry the detail, the paperwork and the deadlines. You will always know we have your back.
One planner who knows the whole story.
We will know your family, your history and your hopes, and will work alongside your accountant and solicitor so nothing falls between them.
Your family, brought in.
When you are ready, we meet your children and grandchildren, so what you have built is understood long before it is inherited.
Discretion, always.
Nothing to sell and no pressure to buy. Your affairs are private, and they stay that way.
A dedicated senior planner.
Luke Hurley and Anick Sharma founded Videre. One of them will be your planner from the first conversation.
Everything, in one plan.
Not a menu to choose from. Each part is planned with the others, so a decision about one never undoes another.
Cashflow planning, year by year, to age 100
Your investments, managed on the evidence
Pensions and retirement income
Tax, planned every year, not just at year end
Inheritance tax and gifting
Wills, trusts and powers of attorney
Protection for the people who rely on you
Your children's first homes, pensions and ISAs
Experts you can trust with important decisions.
Regulated
Independent
Paid by you, in pounds
Alongside your advisers
A conversation
Understanding
Your plan
Alongside you
One fee, agreed before we begin.
A flat annual fee in pounds, set by the work your family’s affairs require. It does not rise because your portfolio does, so our advice is never shaped by what we earn from it.
Private Client Service suits families with wealth across pensions, investments, property or a business, and more than one generation to plan for.
Before the first conversation.
What people usually ask us before they get in touch.
Can you work with my accountant and solicitor?+
Yes, and we would rather. We share what they need, ask for what we need, and make sure tax, legal and financial decisions are made together rather than one at a time.
Do I need to move my investments to you?+
Not to begin with. We look at everything you hold as it stands, and only recommend a change where the evidence is clear and the cost of moving is worth it.
Can you help before I sell my business?+
Ideally, yes. The earlier we are involved, the more choice you have over timing and structure, and the better prepared you are for life after the sale.
Who will I deal with day to day?+
Your planner, Luke or Anick, leads every decision. Our client team looks after the paperwork in between and is always happy to take your call.
Can you help my children and parents too?+
Yes, and many families tell us it is the part they value most. We help your children with their first home and their own savings, and plan with your parents for their estate, so each generation's plans support the others.
How is the fee set?+
One flat annual fee in pounds, agreed before we begin and set by the work your family's affairs require.
What is the first conversation like?+
An hour, in confidence and at our expense, with Luke or Anick. We listen, answer your questions and tell you honestly whether we can help, with no obligation either way.
A private conversation, with a director.
In confidence and with no obligation. We’ll tell you honestly whether we can help, and what it would cost.