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Services

The Wealth Coach clients know what excellence feels like.
Our advice is crisp, clear and decisive. We avoid jargon, ambiguity and imprecision.

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Strategy

Our Strategy services provide the foundation for your financial wellness journey. We work closely with you to develop a comprehensive financial plan that aligns with your goals, values, and life aspirations. This framework includes:

Financial Assessment: A thorough review of your current financial situation, including income, expenses, assets, and liabilities.
Goal Setting: Identifying short-term and long-term financial goals, such as buying a home, saving for education, or planning for retirement.
Budgeting and Cash Flow Management: Crafting a budget that ensures you live within your means while saving for future needs.
Risk Management: Analyzing and planning for potential financial risks, including insurance needs and emergency funds.
Tax Planning: Developing strategies to minimize tax liabilities and maximize tax-advantaged savings opportunities.

With our Strategy services, you will have a clear, actionable plan that provides peace of mind and a path towards financial stability and growth.

 

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Investing

Our Investing services are designed to help you effectively manage and grow your capital. We offer tailored investment solutions based on your risk tolerance, time horizon, and financial objectives. Our approach includes:

Investment Planning: Developing an investment plan that aligns with your financial goals and risk appetite.
Portfolio Management: Creating and managing a diversified portfolio of assets, including stocks, bonds, mutual funds, ETFs, and alternative investments
Asset Mix: We focus on your total wealth, which may include, Property, Art, Gold, Classic Cars, and Crypto Currencies.
Asset Allocation: Optimizing the mix of asset classes to balance risk and return according to your individual preferences.
Analysis and Research: Conducting thorough research and analysis to identify high-quality investment opportunities.
Performance Monitoring: Regularly reviewing and adjusting your portfolio to ensure it remains aligned with your goals and market conditions.

By leveraging our Investing services, you can build wealth strategically and confidently, knowing your assets are managed with expertise and care.

 

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Succession

Ensuring a Legacy That Lasts

Our Succession services help you plan for the future, ensuring your wealth is preserved and efficiently transferred to the next generation. We assist you in preparing for life's inevitable transitions with a focus on:


Estate Planning: Creating a comprehensive estate plan that includes wills, trusts, powers of attorney, and health care directives.
Wealth Transfer Strategies: Developing strategies for the tax-efficient transfer of assets to heirs and beneficiaries.
Business Succession Planning: Preparing a succession plan for family businesses or privately-held companies to ensure continuity and legacy.
Philanthropy and Charitable Giving: Structuring philanthropic efforts to achieve your charitable goals while maximizing tax benefits.
Life Transition Planning: Supporting you through significant life changes, such as retirement, inheritance, or sale of a business.

With our Succession services, you can ensure your financial legacy is managed according to your wishes, providing security and continuity for your loved ones.

We are directly regulated by the FCA, but please remember not all services we provide are not regulated.  Contact us for full details.

 

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