SEDULO PRIVATE CLIENT
Providing world-class clients with world-class advice,exclusively
Over ninety years of expertise working alongside high-net-worth individuals to maximise opportunities across their personal finances.
Innovative financial planning, deliveredpersonably
Our approach is unique; we offer a holistic range of services to create bespoke packages based on our Private Clients’ current financial positions, as well as their aspirations for the future.
We are driven by innovative financial planning, delivered through accessible and personable service. Our team of specialists, led by a personal account manager, work together to provide a service fully informed by our Private Client’s financial circumstances, as well as changes in the sector and wider economic climate. Our aim is to provide financial empowerment, while also reassurance that the interests of our Private Client’s family and family offices are at the very heart of our service.
Sedulo Private Client is committed to providing:
- A personal tax return within the first six months of the tax year
- An annual tax planning review
- An annual personal wealth review
- An annual mortgage review
- A range of exclusive social and financial opportunities
- Free use of hospitality, including complimentary bar and baristas, as well as meeting spaces across all five national offices
Exclusiveaccess to a full suite of financial solutions...
TAX
Our tax advisory and compliance services provide specialist advice to ensure our Private Clients and their families are not only fully compliant but also tax efficient. We offer solutions to a full range of tax issues, including family governance, residence and domicile, inheritance tax, tax dispute resolution, and personal tax compliance.
WEALTH
Our tax service also collaborates with our inhouse wealth experts to identify further means to safeguard, maintain, grow, and pass on wealth. As Independent Financial Advisers, we work alongside major UK investment banks and fund managers to ensure our Private Clients are presented with the best investment options, and are empowered by impartial, expert advice. We also encourage our Private Clients to invest in their passions; we provide access to leading experts on the most luxurious collectable items.
MORTGAGES
We support our Private Clients to diversity their property portfolios. Mortgage solutions are non-generic and require a personalised approach that goes beyond what is available on the high street. With over 20 years of experience working in the property market, we are on hand to fulfil the mortgage needs of all our Private Clients, while minimising the administrative burden.
PRIVATE BANKING
We have relationships with most major banks and have curated a panel of recommended private banks specifically for our Private Clients. Our panel ranges from basic banking to specialist bespoke private services, providing solutions to often complex and unique banking challenges.
PHILANTHROPY
Charity and community support are at the heart of Sedulo, and we understand why using wealth to support good causes provides more than a tax benefit. Whatever the philanthropic aims of our Private Clients, we can help to understand key issues and develop a strategy that suits their needs. This includes guidance on effective giving, support to identify a philanthropy profile, and advice on how to gauge meaningful giving.
Meet our Private Client experts
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Cathryn WrightFCCA
MANAGING DIRECTOR
Cathryn is the group’s Managing Director and also heads up the Charity and Not-For-Profit offering at Sedulo. Cathryn is a specialist in Charity SORP, governance and change management and has extensive experience across a range of organisations in the sector, both internally and externally. Her most recent role prior to Sedulo, was Managing Director of the national equality charity Stonewall. She is also a Trustee of several charities, including Factory International, the new £200m+ arts venue set to open in 2023. -
David EvansFCA CTA
HEAD OF SEDULO PRIVATE CLIENT
David is one of the group’s tax partners and heads up the Private Client offering at Sedulo. As a Chartered Accountant and Chartered Tax Advisor, David spends his time helping clients navigate the complex & ever changing world of taxation. Focussing on high net worth individuals, professional sportspersons and media personalities, David oversees their tax filings and typically advises on remuneration planning, residence and domicile, tax dispute resolution, estate planning and succession planning.
Sedulo have proved to be the ideal partner for our charity, expertly helping us to navigate the inscrutable complexities of charity accounting and reporting. Their team of specialists have made this journey for us even more seamless and easy than we could have hoped. Not least, they have consistently delivered their first-class counsel and support with a professionalism, consideration, responsiveness and diligence that is unmatched in my long experience.
CEO | Adult Literacy Trust
Full Fact has been growing and changing rapidly for ten years and one of the lessons I’ve learned is: always have one notch better finance support than you think you need.
Working with Sedulo gave us a strength in depth we can’t possibly have on our own and the benefit of the team’s wide experience of the charity sector.
As an organisation that holds others to account for accurate and transparent communication, it’s vital that we show the same integrity and attention to detail in our financial reporting and I appreciate being able to trust Sedulo to work with us on that.