One trusted relationship. A complete view of your financial life.
Managing significant wealth can involve complex decisions across investments, protection, retirement, business interests and family priorities. Indigo Private Clients brings these considerations together in one clear, coordinated financial strategy.
Our discreet, highly personalised service is designed for clients who value clarity, continuity and informed decision-making. We take the time to understand your circumstances, organise the detail and provide practical guidance aligned with your long-term ambitions.
A Complimentary Financial Plan, Valued at €4,950
Every private client receives a comprehensive cash-flow modelling financial plan at no additional cost. It provides a clear view of your current position, tests the impact of important decisions and helps map a practical route towards your goals. Your plan is reviewed and updated every six months so it continues to reflect changes in your life, career, business and priorities.
The Benefits of Indigo Private Clients
- Clarity and control: Understand where you stand, what is achievable and which decisions matter most.
- A coordinated strategy: Bring investments, protection, retirement, business interests and family priorities into one coherent plan.
- Personalised guidance: Receive advice shaped around your circumstances, responsibilities and ambitions.
- Ongoing oversight: Keep your plan relevant through structured six-month reviews and updates.
- More confident decisions: Use detailed cash-flow modelling to assess choices before you act.
- A discreet, long-term relationship: Work with a trusted adviser who understands the complete picture.
Who This Service Is For
Indigo Private Clients is ideal for individuals and families with complex financial lives who want a clear strategy and a trusted long-term advisory relationship.
- CEOs, founders and senior executives managing remuneration, investments, protection and long-term financial independence.
- Partners balancing variable income, professional commitments and future wealth objectives.
- Business owners and entrepreneurs planning for growth, succession, a business sale or another significant liquidity event.
- Medical consultants seeking structured planning around private practice income, investments, protection and retirement.
- Professional athletes managing variable earnings, career transitions and long-term financial security.
- Wealthy families focused on preserving capital, protecting family members and transferring wealth responsibly across generations.
Our Private Client Planning Process
- Discovery and Understanding
We begin with a confidential discovery meeting to understand your financial position, family circumstances, professional or business interests, priorities and long-term ambitions. - Holistic Cash-Flow Modelling
We build a comprehensive financial plan that brings together your income, assets, liabilities, investments, protection and retirement objectives. Detailed cash-flow modelling helps illustrate where you stand today, what your future may look like and the effect of different decisions. - Clear, Tailored Recommendations
We translate the analysis into a practical set of recommendations across financial planning, investment, protection and retirement. Where tax-efficient structures may be relevant, we identify planning considerations and coordinate with your qualified tax adviser before any action is taken. - Implementation and Coordination
Once the strategy is agreed, we manage the implementation process, coordinate with your other professional advisers and keep each action aligned with the wider plan. - Ongoing Review and Follow-Through
Your financial plan is formally reviewed and updated every six months. We monitor progress, revisit assumptions and adapt the strategy as your circumstances, priorities and opportunities change.
Start with a Private Consultation
Talk to Indigo Private Clients about bringing greater clarity, structure and confidence to your financial future.
Arrange a Private Consultation