Managing your wealth
Investment advice without the hassle
When you’re seeking help in growing your wealth, the last thing you need is an onerous, time-consuming process to follow. That’s why, as a Red Kite client, your experience will be just the opposite.
Whatever questions you have or issues you need support with, I’ll take care of them for you, with clear explanations and guidance at every turn.
The expert support you'll recieve
True Independence
With no ties to any third party, or any other influence, we recommend solutions from across the whole of the available market based solely on what is best for you.
Tax Efficiencies
To help you keep hold of more of your money, we’ll discuss which “tax wrappers” may be most appropriate to your circumstances. These financial solutions, such as ISAs and pensions, wrap around your hard-earned wealth and ensure you don’t pay more tax than strictly necessary.
Sustainable Approach
Wealth management can be good for the planet as well as your bank balance, and if you share this view, you’re in the right place. As my client, you’ll get carefully considered advice on the solutions that will deliver results and align with your principles as well.
Your journey
FAQs
Working with a new financial adviser doesn’t need to be a daunting prospect. Learn a little more about the way I work with answers to some of the questions I’m asked most often.
Do I Have To Sign Up for Your Services at an Initial Meeting?
No, there’s no obligation to sign up for any services after an initial meeting. Instead, I encourage you to take your time to consider the information provided and make an informed decision that suits your needs.
What Do I Need To Bring to an Initial Meeting?
It’s helpful to bring relevant financial documents, such as bank statements, investment portfolios, and insurance policies. If you don’t have these readily available, don’t worry – we can still have a productive discussion about your financial objectives.
How Long Should I Allow for an Initial Meeting?
An initial meeting typically takes around an hour. This time frame allows me to thoroughly understand your financial situation, discuss your goals, and provide an overview of how I can help.
Fees
You deserve to have a full understanding of what it is you’re paying for when you engage with a wealth manager like me. Discover more about my services and the value I provide here.
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