Combine Estate Planning and Lifestyle Management

One thing we know for certain is that we are all short of time.

Your clients lead busy and successful lives and may wish to maximise the time they spend enjoying the fruits of their labour.

To support this we are pleased to offer Concierge Services.

Concierge Services provides access to services that alleviate the hassle of day-to-day tasks such as managing tradespeople or dinner reservations in addition to affording access to exclusive experiences and activities.

Our Concierge Service is offered in partnership with specialist concierge managers Otium Partners.

Concierge Services
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Finding Time for your Clients

Our concierge package is the perfect service for clients with busy lives and gives you the opportunity to:

  • enhance your service proposition
  • segment your client base
  • provide value-added services to your clients

Concierge Services are complimentary for our ESP Bespoke investors.

We can also offer special terms for other clients.

Services to enhance your clients' lives

Holiday Booking

Travel Booking

Personal Shopping

Ticket Reservations

Restaurant Bookings

Gift Shopping

Charges for Services

Executive Concierge
ESP Bespoke investorsComplimentaryPremier Concierge£157.50/m
Monthly Fee£112.50/mInfinity Concierge£225/m


We chose to partner with Otium Concierge because we share a client centric ethos and holistic approach to helping clients.

Otium Concierge specialises in luxury lifestyle management, serving clients throughout the UK and abroad.