About Us
This section will cover different aspects of how we work with our clients to resolve their inheritance tax problems.
Adam
Managing Director
Adam is the visionary founder of Investment Growth Club, an exclusive, invitation-only community dedicated to providing its members with access to carefully vetted alternative investment funds. With over three years of personal experience investing in these specialised funds, Adam has witnessed first-hand the extraordinary returns they can offer.
Driven by his success and desire to share his knowledge, Adam’s journey began when family, friends, and colleagues noticed the impressive results he was achieving and sought his guidance. Recognising the demand for trustworthy advice in navigating this complex and often opaque market, Adam established Investment Growth Club. His mission is to educate and empower others to achieve similar success by connecting them with top-tier investment opportunities.
While not a trader himself, Adam’s deep involvement in the alternative investment space has allowed him to build strong relationships with industry experts. These professionals now serve as trusted advisers to the club, ensuring that members receive informed, strategic insights tailored to maximise their investment potential.
Under Adam’s leadership, Investment Growth Club has become a beacon for those seeking to diversify their portfolios and explore the lucrative world of alternative investments, all within a community of like-minded individuals committed to growth and financial success.
Ankita
Chartered Accountant
Ankita is a Chartered Accountant who brings her expertise in small company accounts and audits, complemented by an advanced proficiency in QuickBooks software. With more than 6 years of professional experience, she has adeptly managed diverse client portfolios across the UK, US, Canada, and Singapore.
Her integral role involves utilising QuickBooks software to meticulously maintain our clients’ books and expertly prepare their year-end accounts, ensuring precision and compliance.
Sophie
Administration Assistant
With a wealth of experience and a passion for client success, Sophie is an integral part of our administration and client management team. With many years dedicated to working closely with clients, she brings a unique blend of expertise and genuine enthusiasm to our club.
Sophie is not just an experienced professional; she’s a warm and approachable team member who thrives on building lasting relationships. Her friendly demeanor and likeable personality create an atmosphere of trust, making clients feel valued from the very first interaction.
Victoria
Business Development Manager
Victoria has a diverse background, contributing her expertise across television production, high-end restaurant management, digital marketing, and book reviewing, fostering a keen eye for detail and adept marketing management skills.
With experience in a financial services business, Victoria joined our team to lend her talents towards project management and help with all company operations. Her pivotal role involves crafting and executing compelling marketing campaigns while ensuring seamless workflow coordination between teams handling marketing and administrative tasks.
John
Business Partner
One of the senior managers of the company is a UK independent financial adviser with 20 years experience advising high net worth clients and managing investment portfolios on their behalf.
Due to his existing regulated status, he cannot be named or involved with the client relationships in IGC as the funds used in IGC so the funds are not FCA regulated.
However, he can work in the background to bring a huge amount of experience and investment knowledge to IGC.
He helps oversee the due diligence work carried out on the funds we promote to ensure strong client outcomes. He also helps ensure our working systems and processes are kept to a very high standard to enable a good client experience.
Steve
Business Partner
Another senior figure working in the background for IGC to provide technical help on choosing funds to promote to our clients has been a senior investment analyst in the City of London for over 20 years.
He has been a derivates trader and senior risk manager who manages a team of city traders for several well-known international banks.
His knowledge and experience are invaluable in assessing funds