Private clients
High-Net-Worth Concierge
Staying financially organised is a job of its own. Finsolo provides discreet, structured support so accountants, solicitors and advisers are coordinated and the paperwork has a home.
Price based on need
The figure is agreed on a discovery call, before any work starts.
Services include
- Document organisation and digital filing
- Coordination with accountants, solicitors and advisers
- Year-end preparation (administration only)
- Statement and performance tracking
- Household financial organisation
- Support for family offices and UHNW individuals
Who uses this
- High-income professionals
- Business owners
- Retirees with complex financial lives
- High- and ultra-high-net-worth families
Who this is for
Households that already have advisers and need someone to keep the administration, filing and follow-up moving.
Finsolo provides financial coaching, administration and educational services only. We do not give regulated financial advice, investment advice, mortgage advice or equity-release advice. For any regulated financial decision, speak to an FCA-authorised adviser.
