Making Wealth Accessible
Wealth Management is about taking care of all your financial needs together with those of your family and friends
Wealth Management is about structuring your finances in a tax efficient way
Wealth Management should provide a holistic plan for all aspects of your financial life
Wealth Management Services
Initial Consultation
Free of Charge to evaluate an individual’s current circumstances and future goals and aspirations
2. Bespoke Financial Review
A review of your cash flow model and initial financial plan to assess where to start and how my advice will impact your finances
3. Initial Financial Report
Provides a detailed summary for the initial and potential future plan based on your current circumstances
4. Ongoing Services
Speak to me regarding a ongoing service – to support and follow up on your journey and the forever evolving actions from your financial plan
Or
Consider only a hourly rate on a ad-hoc service to speak to me as and when needed also
What is a Wealth Manager?
Rather than sell you a financial product and never see you again, a wealth manager should be on hand throughout your lifetime to help you reach your financial goals and understand how to invest your funds.
Why work with me?
My focus is to be with you wherever you are in your financial journey, whether your new to money management, struggling with having a coherent plan, or if you simple need a qualified and experience adviser to do the heavy lifting. Just because you have money, it doesn’t always mean you have wealth!