About you
You are the personal CEO of your family wealth. It means you bear the responsibility for the decisions that are made. The quality of these decisions directly impacts the outcomes you achieve. Making wise choices leads to favourable results, while poor decisions often yield undesirable consequences.
To ensure effective financial decision-making, it is essential to first identify the underlying problems. Critical thinking plays a fundamental role in this process. As Albert Einstein once remarked, "If I were given one hour to save the planet, I would spend 59 minutes defining the problem and one minute resolving it."
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While it may seem straightforward to define problems such as investing, retirement planning, gifting, inheritance, tax management, divorce settlements, death planning, or selling a business, clarity about the specific issues at hand is crucial. Without a clear understanding of the problem, the likelihood of achieving positive outcomes diminishes.
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The individuals you choose to consult and seek advice from can greatly impact your financial journey. This is where we come in. By engaging with us, you can improve the outcomes you experience. Whether you prefer to make your own decisions, forge your own path, and manage your own finances, or if you lack the time, interest, or expertise and prefer to delegate to others, we can offer you better results.
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Ultimately, it is your money and your choice. We aim to empower you to make informed decisions that align with your goals and aspirations.
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For the most part, who you talk to will change everything.
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Let's start a conversation today.
Book a meeting or call or call +44 (0)333 939 8263​
Why talk to us?
Hello,
I'm Nic Round,
The Wealth Coach
We are Independent Chartered Wealth Managers, Chartered Financial Planners, and Certified Financial Planners.
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We are independent for a reason. Impartiality means unbiased.
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We focus on listening to you; engaging in challenging conversations which may lead to advice; they also may lead to helping and supporting you in making your own decisions. We concentrate on finding how you can make the best decisions for you and your future.
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It's about you, not how much money you have.
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We use a subscription-based model for charging, just like Netflix or Amazon.
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We have designed our business model to be client-centric. We only work with families and people we like, who have integrity and value long-term relationships.
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Who you talk to, changes everything.