Do your money decisions reflect what is important to you?
The first step in our advisory approach is to focus on understanding what is important to you and what success means for you, because everyone’s circumstances, priorities and goals are different. We will ask you about your current money habits: how you currently spend (and are rewarded for this), borrow, save, bank, invest, protect what is important to you, or give to any cause that you care about. In discussion with you, we will then agree a plan to ensure that your financial decisions connect your current reality to the future you want.
Find out more about our approach and what Connected Wealth is all about.
Our personalised advice connects you to the solutions and services you need.
With our advisory expertise we will connect you to a wide range of solutions and services to meet your wealth management needs.
|What do you need?||Some of the solutions and services we can connect you to|
|Bank and borrow optimally
||Local and international banking – Read more
|Protect your wealth
||Short-term insurance and life assurance – Read more
|Grow your wealth
||Local and international investments – Read more
|Structure and transfer your wealth
||Local and international fiduciary services – Read more
|Use your wealth to have a lasting, positive impact
||Philanthropy – Read more
Advisory and investment services for:
If you are an entrepreneur, business owner, director or executive, we can connect you to what you need too.
Depending on whether you run your own business or are an executive of a corporate business, as well as your business circumstances, you and your employees may have specific needs.
We can help you if you currently:
If you meet these criteria, contact us on 0860 111 263 or click here to complete our online ‘Become a client’ form.
Other options if you don’t meet these criteria
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