If you qualify as a high net worth individual or sophisticated investor as defined by the FCA, please contact me to discuss bespoke financial services and investment opportunities.
High net worth criteria
High net worth individuals typically meet one of the following criteria:
- Annual income of £100,000 or more in the last financial year
- Net assets of £250,000 or more (excluding primary residence and pension) throughout the last financial year
Full guidance on high net worth and sophisticated investor definitions can be found on the FCA website.