Facilitated Introduction

Opt for a facilitated introduction to our wealth consultants

We offer fully serviced personalised introduction and selection. For those clients with complex or sensitive situations from pension consolidation, inheritance planning or changing wealth managers, a facilitated introduction offers you the most supportive and in-depth service, tailored to your specific needs and circumstances.

Alex will meet with you to discuss your specific needs, gaining an in-depth understanding of your requirements. Alex will then set up, and host, meetings for you to meet three wealth managers, following which he will then spend time with you to discuss your options and help you to decide which wealth manager would best serve your needs.

Facilitated Meetings

Step by step guidance 5 x 1hr meetings

£1,000

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.