Carolyn Gowen

At Bloomsbury our number one priority is developing long term relationships with our clients based on trust, respect and understanding. We don’t just work FOR our clients; we work WITH them, empowering them to live life to the full secure in the knowledge that their financial affairs are structured in the best possible way to enable them to achieve their goals. We employ six core values in working with our clients: Partnership: we work collaboratively with you to help you to achieve the best life possible by taking the time to understand you, and what is important to you Organisation: we help to bring order to your financial life Accountability: we help you to follow through on financial commitments Objectivity: we bring valuable, impartial insight to help avoid emotionally driven decisions Proactivity: we work with you to anticipate and prepare for your life transitions Education: we explore what specific knowledge you will need to succeed in achieving your goals Working closely with successful business people and their families we help them to overcome the challenges involved in managing complex affairs and significant wealth and provide them with the confidence they need to help them achieve their personal and financial goals. True Wealth is about more than money. Our fees are good value for people with a minimum net worth of £1M, although some high earners (£500,000 + p.a.) have less. We also have a carefully selected and trusted network of external advisers in the legal, tax and trust sectors to complement our offering and provide additional perspective and expertise when required.