THE QUANTUM COMPASS
One life. One plan.
Your Quantum Compass
A compass does not choose your destination. It shows you where you stand, and keeps you on course.
Ours works across the four dimensions of real wealth: purpose, money, time and relationships. Together, we score where you are on each today and where you want to be. From that picture, we calculate your Quantum: the sum that will sustain the life you want. It becomes the fixed point against which every decision is measured.
- Values
- Knowing what matters most to you, and letting it guide every decision.
- Contribution
- Giving back through philanthropy, mentoring or causes you care about.
- Legacy
- What you want to leave behind, in money and in meaning.
- Enough
- Knowing your number, so you stop chasing someone else’s.
- Security
- Protected against shocks, so your plans don’t depend on markets or luck.
- Structure
- Pensions, investments, business and estate organised efficiently and working together.
- Choice
- Deciding how you spend your days, and when you work, step back or stop.
- Freedom from burden
- The administration and financial decisions handled for you.
- Presence
- Time and energy for health, rest and the people around you.
- Family
- Supporting the people you love, and preparing the next generation for what they’ll inherit.
- Openness
- Honest conversations about wealth, so money brings the family together rather than apart.
- Community
- Time and resources for friends, and the communities you belong to.
Its origins
The four dimensions draw on Dan Sullivan’s Four Freedoms for entrepreneurs, themselves an echo of Roosevelt’s. We have adapted them for financial planning, with a single purpose: to arrive at your Quantum.
Twelve questions. Three minutes.
Putting your plan into action
From clarity to action.
The Compass sets the direction. Our five-step process turns it into your Quantum and a clear plan, then keeps it on course as your life changes.
Deep Discovery
who you are
We start with your core values. Alongside them, we explore your life goals, personal and professional, your family dynamics, any legacy wishes, and anything that keeps you up at night. Together, we score your Quantum Compass.
Output
Your compass has a true north: a clear sense of purpose.
You feel
Understood, not sold to.
Analysis
where you are today
We review everything you own and every structure you hold: investments, pensions, cashflow, tax, legal arrangements and your attitude to risk. Then we calculate your Quantum.
Output
Your Quantum, the amount you need to live a good life.
You feel
Clarity instead of complexity.
Strategic Design
how you’ll get there
We design a tailored wealth plan to reach and protect your Quantum, covering how your wealth is invested, structured, protected and passed on.
Output
A clear path to enough.
You feel
Relief, and peace of mind that a solid plan is in place.
Implementation & Coordination
putting it in motion
We put the plan in place, working alongside your accountants, lawyers and other advisers. We provide regulated advice where it’s needed and coordinate across borders for international families.
Output
Your plan, built and running.
You feel
You chair your financial life, while we act as your personal CFO.
Review & Reinforce
staying on course
We meet regularly to review your plan, rescore your Compass and revisit your Quantum as your life, the law and markets change.
Output
A plan that keeps pace with your life.
You feel
Confident and in control, with your time back.
Questions
The Quantum Compass, explained.
We work mainly with people approaching or in retirement, senior executives and business owners, because that’s where we can add the most value. Many of our clients are established families with between £3 million and £20 million across their businesses, pensions and investments, where careful planning can make a real difference to tax and take a great deal of complexity off their hands.
We also work with international families with between £20 million and £100 million and assets in several jurisdictions, who want independent, joined-up advice rather than a product-led service.
And if you’re a business owner just starting out, our network becomes your network: from corporate finance and M&A to legal and international advice, as well as introductions to potential sources of capital.
There’s no fixed schedule. We review your plan as often as your needs call for, and whenever something significant changes in your life.
Think of it this way. Your Compass points to your true north: the life you want and the purpose behind it. We’re the experienced guide alongside you, helping you up and down the mountains life puts in your path, with your freedom intact and the people you care about safely with you on the journey. At each review, we rescore your Compass and revisit your Quantum, because what you need changes as your life does.
Next step
Let's start with a conversation.
A free, no-obligation call to understand where you are, what you want next, and whether we're the right people to help.
No products. No pressure. Around 30 minutes.