See what’s possible with a complete view of your financial landscape.
Method is a professional services firm established to serve wealthy individuals, business owners, family offices, trustees and their advisers.
We provide independent financial advice, oversight and ongoing support. We also cover the projects and practical financial work that comes with owning and managing substantial wealth.
Working with Method means having your financial affairs organised, your investments working harder, your tax position carefully managed and your plans prepared for the future.
Our clients come from a broad range of business sectors, and we work alongside leading financial institutions and professional advisers.
Method is 100% owned by our team. We advise 30 families, with £1.5bn in assets under influence and £300m under ongoing investment oversight.
Your Personal Finance Director.
We work as your Personal Finance Director, bringing together your assets, financial information, advice and ongoing work into one complete view.
We keep track of what you own, how it is held, who advises on it and what needs to be done. This helps us identify opportunities, challenge costs and make better-informed decisions.
We work alongside your existing advisers, bringing in additional expertise where needed. We provide financial advice, coordinate projects and take on work that would otherwise sit with you or between advisers.
The result is a single source of financial truth, keeping everything connected.
Who we help //
We bring together ownership, investments, reporting and your advisers.
Business owners and families
Family offices and principals
Trustees and professional advisers
What will a complete view reveal about your financial landscape?