For what matters most.
What matters to you, matters to us.
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:
Caring for our families and not just their finances
Delivering what our families require under one roof
Providing exceptional advice
Being the most trusted adviser to our families
We have a small family firm feel with a big firm reputation which has grown exclusively from long standing relationships and client referrals.