About Us
HOW WE WORK
At Advantage, we understand the options and strategies within financial planning are becoming more complex, so many clients are now seeking financial advice. We have already built many trusted relationships with many advisers over many years. They will also work with you to formulate a comprehensive plan to achieve your objectives.
In our first meeting with you, we will discuss your overall financial situation and the plans you have for the future. Our first meeting is conducted on a complimentary basis and will give us the opportunity to assess whether we can build a better financial solution to your current plans.
This dedicated, dependable, efficient, and discreet service will only be provided to our valuable clients. Your time becomes our concern when dealing with financial matters. How many hours do you spend to even find a suitable adviser or solution to meet your needs?
Our role is then to find the professional to meet your financial needs. We do not sell or recommend any financial products. We also do not provide the advice for the specific recommendations on financial products. The professional advisers will provide the guidance and advice you need to make better financial decisions.
FEES AND COSTS
We will be in a far better position to advise you of the fees and costs after the first
meeting as we expect your financial affairs to be complex. Where appropriate we also
fee share with many of our advisers to ensure you are charged a fare fee.
OUR TEAM
SIMON SHERLOCK DIP CII CERT CII(MP) CeMAP
DIRECTOR
Simon has previously worked for HSBC for 28 years around the Mayfair area. The last 18 years Simon was specifically involved in Wealth Management. Simon was providing advice to a wide range of high net worth private clients from many parts of the world.
Simon has always enjoyed meeting and building strong relationships with clients, before providing bespoke financial advice. Simon has seen the financial plans deliver their targets and has helped to continue to steer the clients along new paths.
For the last 7 years Simon has been working to source a vast array of financial solutions for clients.
EMI NAKAYAMA BA (HONS) DIP CII
DIRECTOR
EMI NAKAYAMA BA (HONS) DIP CII
DIRECTOR
Emi previously worked for HSBC for 7 years. Emi was the only Japanese HSBC Premier Banking Manager in London. Since leaving HSBC 7 years ago she has been helping clients with Wealth Management and also runs our Family Office. Emi has been working around the Mayfair area for the last 10 years looking after high net worth clients mainly from Japan and the Middle East with banking and total wealth solutions.
Emi specialises in looking after families wealth and personal needs and is able to source a vast array of financial solutions for clients.