About Us

Whether you are a private client, business entrepreneur, a partner in a professional service firm or a Trustee, we will diligently help you build and protect your wealth. Simply put, we aim to become the long-term trusted advisor to our clients and their families, providing a combination of sophisticated financial planning, investment management and highly integrated tax strategies.

As an independent company founded in September 2001, we clearly set our focus on our clients’ best interests. We are not attached to a larger firm or organisation, and this enables us to maintain our objectivity at all times and provide our clients with the best possible advice to help them to achieve their personal and business goals.

We both have extensive experience around all aspects of investment planning with our strengths lying in asset allocation and portfolio construction. Our collaborative approach is a combination of Stephen’s tax and accountancy skills and Martin’s pensions expertise.

Rarely will you find this combination in one company; that’s why we are uniquely placed to provide unrivalled investment and tax planning advice and can manage all of your financial affairs including investments, pensions, estate and tax planning under one roof.

At Investax, we don’t follow a formula or script. The approach we take is based purely on your circumstances, aspirations, attitude to risk and goals. We will provide you with a clear financial direction that helps us to understand your objectives, maximise your asset base and minimise your tax liability.

The right combination of wealth management solutions will vary from client to client, but by employing effective tax planning strategies, you will have more money to save and spend.