The Counting House is a boutique wealth management firm renowned for advising successful and aspiring families on their most important matters.
We understand that building and sustaining significant family wealth and values does not just happen. It takes careful planning, highly personalised advice, discretion, and deep engagement that goes beyond just managing investments.
Similarly, those who seek us out inherently recognise that there is more than just money at stake and the importance of a clear vision, shared passion, and purpose for their wealth.
We pride ourselves on:
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Caring for our clients and not just their finances
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Delivering what our clients require under one roof
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Providing exceptional advice
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Being our clients' most trusted adviser
We have a small family firm feel with a big firm reputation which has grown exclusively from long standing relationships and client referrals.
We are patient investors whose 'preservation first' approach to wealth provides the essential platform for successful families and individuals to grow, manage, and protect their wealth for generations to come.
OUR SERVICES
Planning
We bring your finances together into one comprehensive strategy to help you achieve what matters most to you.
OUR SERVICES
Investing
We design highly personalised investment portfolios crafted to be resilient in all market conditions.
OUR SERVICES
Consulting
We offer a range of standalone consulting services to help you pursue your most complex goals and address specific challenges your family might face.
Discover a different private wealth experience.
Our relationships start with a conversation. We sit down with you and talk about your hopes, your goals, the resources you have at your disposal, and the constraints and challenges you face.
We discuss what you are looking for from us and, together, we create a bespoke plan designed to help you and your family achieve what matters most to you.
Let us help you explore the enormity of the possibilities your wealth can create.
