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Our consultative approach allows us to form solid, long-lasting relationships built on trust and integrity. We will always tell our clients what they need to know, even if it’s not quite what they want to hear.

About us

Based in our beautiful home of Gables House, Leamington Spa, CTT Private Client offer individual professional advice to each and every client to help them achieve their goals.

Our client base is comprised of high-net-worth individuals that expect the best, we pride ourselves on being a centre of excellence and the best is what we deliver. We focus on consistently exceeding all of our clients high expectations.

Through our consultative approach, we build solid and long-lasting relationships.

Within our Private Client department, the real value lies in our specialist team and the extent of their collective expertise. They work with you, building a thorough understanding of your business and it’s requirements in order to provide constructive advice.

Meet the Team

Superior expertise in tax-efficient wealth protection.

Built on trust and integrity; we commit to telling you what you need to know, even if it isn’t quite what you wanted to hear. Utilising our vast experience and specialist knowledge, we look at the broader picture of our clients financial lifecycles to provide accurate and valuable advice.

From our first meeting with you, we will start looking at your current situation and see how we can help you to achieve your goals.

We also offer a range of regulated services such as pension and mortgage advice via Private Client Wealth.

Our Services
01
Problem Solvers
02
Solution Providers

Our capabilities protect generated wealth for families and their generations to come. We highlight problems that have not yet been identified, resolving issues the client often
doesn’t know they have.

With our superior expertise in tax-efficient wealth protection we are able to offer your clients effective solutions to create a financial shield.