Meet The Team
We are a skilled, qualified and experienced team but we are also approachable and our clients have told us we are nice people to work with.
We are a skilled, qualified and experienced team but we are also approachable and our clients have told us we are nice people to work with.
Sam leads the client service and client accounting teams delivering a full suite of bespoke financial services.
She works alongside clients and intermediaries to establish and manage a wide range of complex multi-jurisdictional trust and corporate structures and her expertise includes UK commercial, residential and agricultural property, private company shares and high value international investment portfolios. Sam's client base is geographically spread, including the Isle of Man, UK, Europe and the Middle East.
Sam is adept at partnering and collaborating with other professional advisers to deliver a personalised service tailored to the specific needs of each client.
Sam graduated from Hull University with a degree in Accounting, she is a qualified Chartered Accountant, a member of the Institute of Chartered Accountants in England and Wales (ICAEW), a member of the Society of Trust and Estate Practitioners (STEP) and an associate member of the Institute of Directors.
Client relationships diligently managed by motivated directors
Anticipating needs, timely responses and attention to detail
Onshore and offshore solutions to meet the goals of each client
Inspired by the beauty and endurance of natural minerals, the striking new brand imagery reflects the company’s solid foundations.
Many high net worth individuals, families, entrepreneurs and businesses are familiar with using offshore structures for tax planning purposes.
Praise from work colleagues and friends for Alison Cowin's hard work, loyalty and commitment as she celebrates a significant career milestone.