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What will be your legacy?
 

It is not luck that some families are great with money. 
 

It is by design.
 

"You can gift your tennis racquet whilst you are alive or, when you die -  but that doesn't mean they can play.
It is the same with your money"

Nicholas Round

It's normal for every parent, at some point, to question whether their children are competent to manage their inheritance.  It is why the expression, 'clogs to clogs in three generations' still persists today.

We help you have confidence that the future decisions your children and beneficiaries make, will be great decisions. 

 

That is a wonderful legacy to be proud of.

It is not luck that some families are great with money. It is by design.

 

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When you die, your wealth goes to your spouse and children.  It doesn't matter if they don't have your acumen for managing wealth because you can change that.  Today.

About you

Whatever assets you have accumulated, large or small, you are the CEO of your personal wealth.

You have made a Will; looked at IHT planning; and perhaps have a succession plan in place, but these are legal plans.  

 

When your assets are transferred, you also transfer power and responsibility to others. As we know, a CEO can make or break a company. It's the same with family.

Sadly, money has no loyalty. It doesn't care if it belongs to a philanthropist or a gambler.  It will do as its owner says.

 

You want to not only leave a legacy of wealth, but a legacy of knowledge and competence that directs wealth decisions to both conserve and grow, and hopefully, over generations.

Why talk to us?

Our approach begins with an open conversation about your plans and expectations. We then develop a strategy that optimises wealth transfer and provides you with the confidence that your family will be financially secure.

 

No family desires to experience the phenomenon known as "clogs to clogs in 3 generations," which signifies a failure that can be avoided by prioritising the development of adaptive competence in wealth management.

We help you have confidence that the future decisions your children and beneficiaries make, will be great decisions. It is not luck that some families are great with money. It is by design.

Let's start a conversation today. 

 

Book a meeting or call  or call +44 (0)333 939 8263

Rush Hour

Elenor

I've recently received an inheritance and feel overwhelmed at what decisions to make.  The responsibility of wealth is  harder than I ever imagined.

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Samantha

I would consider myself an astute investor, but I'm not sure how I pass on that knowledge to my children. The last thing I want is simply telling. It should be an inclusive experience.

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Greg

It goes without saying, I want to save inheritance tax, but protecting wealth for my family is my key goal and that requires everyone in my family to understand how to manage money.

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Hello, I'm Nic Round, The Wealth Coach

We are Independent Chartered Wealth Managers, Chartered Financial Planners, and Certified Financial Planners.  

We are independent for a reason. Impartiality means unbiased. 

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.

It's about you, not how much money you have.

We use a subscription-based model for charging, just like Netflix or Amazon.

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.

Who you talk to, changes everything.

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