individuals and their families from around the globe
The SPF Private Office was established to reflect our expertise in this area and our commitment to providing exceptional service to our high-net-worth clients and their advisers. As brokers we work with our clients and their advisers to find the very best solutions to potentially complex scenarios.
We have built a strong reputation for providing best advice across a wide range of lending scenarios and have access to a huge network of property professionals, lawyers and tax advisers.
Our advisers in the Private Office, all experts in their field, welcome you with the utmost of professionalism and discretion, acting as a gateway to SPF’s diverse lending, insurance and wealth divisions.
Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it. Changes in the exchange rate may increase the sterling equivalent of your debt.
We may charge a fee. The exact amount will depend on the amount of work undertaken. We also get commission from the lender.
We understand that our clients require a different level of service. SPF Private Office provides a single point of contact for wealthy clients and their advisers, giving them access to our unparalleled knowledge and connections.
The way in which we deliver our service is tailored to each individual’s requirements. In some cases, a client may want us to deal with them directly, or in other circumstances, it may be we are involved with their Family Office or wealth manager. SPF Private Office is here to be part of the team, however that may be structured.
Our highly-experienced team are adept at dealing with UK and international clients, covering several languages, including French, Spanish, Russian, Greek and Mandarin.
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Rob May TEP
Rob is a leading international life insurance adviser and Trust and Estate Practitioner (TEP). He acts for high-net-worth individuals, businesses, and trustees, with expertise in large and complex risks. His in-depth knowledge of the life insurance market combined with his experience in wealth and estate planning, enables him to take a unique and holistic approach to advising his clients.
spf private office
FARMS & ESTATES
REAL ESTATE - DEBT ADVISORY
DEBT, INHERITANCE TAX AND LIQUIDITY PLANNING
Affluent clients tend to require a finer focus towards their insurance needs. This is often due to the complexity of their lifestyle, having unusual assets to protect, or even the demand for a superior service.
At SPF, we work exclusively with a select panel of insurance companies based upon their solid reputations, innovative philosophy to deal with claims and market leading coverage. Each risk is unique and therefore, the solutions are bespoke to the individual.
Whatever your enquiry, we will endeavour to be of assistance to you. Please feel free to call us or complete our enquiry form below.