Our Services

Wealth management services empowering you to take control of your finances

Providing intelligent, engaging, and thought-provoking content and introducing you to the appropriate wealth manager, in a clear and transparent way, enables you to have the right conversation with the right people.

The Wealth Consultant’s truly transparent and individual process affords you peace of mind that we will find the right wealth manager for your individual circumstances, whatever they are.

The Wealth Consultant’s professional guidance empowers you to navigate your financial decision-making process and take ownership of your financial future.

Digital introduction

Free

An online introduction to three wealth managers, matching your requirements, free of charge.




Personal Introduction

£250

A face-to-face consultation with Alex, followed by a personal introduction to three hand selected wealth managers matching your requirements.


Facilitated Introduction

£1,000

In addition to a face-to-face consultation and personal introduction, Alex will arrange and join you at your introductory meeting and conduct a debrief with you to help you select the right wealth manager.

Integrated Wealth Management Services 

Connecting you with the right wealth manager to meet your specific needs and help you plan for your financial future, whatever your circumstances.

The Wealth Consultant is wholly independent and unbiased, and by completing our quick and simple questionnaire, free of charge, we will introduce you to three wealth managers, empowering you to take ownership of your financial wellbeing.

Alternative Investments

Alternative investments offer the chance to diversify your portfolio, enjoy higher growth potential and relax in a somewhat, more stable market

Wealth Planning

A comprehensive wealth planning strategy will equip you with the tools you need to retain your wealth.

Changing wealth manager

How transparent are your existing fees, do you know what your true cost of ownership is? Are you really getting value for money once you’ve paid all your fees? A simple 1% reduction in annual charges could make all the difference to your financial freedom

Estate & Inheritance

To ensure your wealth is preserved for future generations, it is important to protect your estate before it is too late

Savings

91% of British adults reported that they planned to add the same if not more to their savings in 2018 than they did in 2017 (Saving Statistics, Finder 2019). The average household over 15 years grew there assets 2.73 times larger than those unadvised. (IRIS, 2018)

International/Channel Islands

An off-shore account can conjure up all sorts of thoughts depicting illegal activity and dodgy deals

Legacy & Succession Planning

Legacy and succession planning are essential for ensuring your business and wealth is passed on to the right people

Investments

When people begin investing, they see immediate emotional benefits compared to non-investors. In fact, investors are 16 percentage points happier, and 23 percentage points more positive about their well-being. (BlackRock Investor Pulse Survey 2018)

Pensions consolidation

People today increasingly enjoy multiple careers, likely resulting in multiple pensions, with different providers and associated administration. A simple 1% reduction in annual charges could make all the difference to your financial freedom

Protection

By considering wealth protection now, you can give your family one less thing to worry about after you’ve gone

Philanthropy

It is a wonderful feeling to be in a position to financially support a charitable cause

Retirement Planning

Those who seek investment advice when planning retirement on average enjoy 50% more wealth in retirement (ONS, Wealth and Assets Survey (2019) and felt 20% more fulfilled than those who do not. (BlackRock Investor Pulse Survey 2018)

UK Tier 1 Investor Visa

The UK Tier 1 Investor Visas have been set up to attract keen investors to the UK

Tax Planning

Recent figures show that UK taxpayers are paying £4.9 billion more in tax than they should and 74% of taxpayers admit they haven’t done anything to reduce their tax waste in the last 12 months (Lamont Pridmore)

Find the best wealth manager for you

Regardless of your wealth, we believe that everyone should have access to professional investment advice. Giving you peace of mind that your financial wellbeing is in good hands. The Wealth Consultant makes it personal to you.