Investments

Access financial planning and investment advice

Perhaps the most important question to ask yourself, is “How can I invest my money wisely?”

Your financial circumstances, life-stage, and ambition will dictate whether you opt for traditional forms of stocks and shares investment or move towards high yielding alternative investments such as hedge funds. You will want to consider what are the best assets to buy and whether you are in it for the short-term or long-term. 

How we can help

Whether you are a private individual looking to invest, part of a larger family group, corporation or charity, new to investment or a current

The Wealth Consultant offers independent advice tailored to your requirements, goals, and life-stage. We will connect you with a wealth manager who will answer key questions, such as:

How can I invest my money wisely?

What good assets should I buy?

What investments have the best returns? 

We understand that deciding on the right investment for your situation can be complicated and somewhat daunting. The Wealth Consultant aims to cut the complexities and provide you with honest, reliable and timely information. 

Professional investment portfolio management

Investors often report a lack of trust in traditional financial services that they feel do not fully appreciate the varied business investment opportunities. With extensive experience in the wealth management sector, we act with integrity to bring you closer to wealth managers who will professionally advise you on the best investments for you to consider. We will only connect you with wealth managers who will foster a professional trusting relationship with you which will inspire confidence and allow your portfolio to flourish. 

The time-consuming process of selecting a wealth manager can often leave investors feeling frustrated. We streamline that process by first, taking the time to learn about your current position and future plans. This enables us to connect you with industry-leading wealth managers who can manage your portfolio, as well as your expectations, and support you to achieve your overall objectives. 

How we work

Our transparent and client centric process offers you peace of mind knowing that we use specialist industry knowledge to find the perfect wealth manager for you, free of charge!

Answer 10 simple questions about your situation and requirements. This will take no longer than 3 mins.

The wealth consultant will call you within 24 hours to clarify your details and discuss your matched wealth managers with you.

The wealth consutltant will introduce you to, and arrange a time for an initial call with, each wealth manager.

Dedicated Wealth Manager for you

Time to stop searching. Let The Wealth Consultant do the hard work for you. Get in touch today for a free consultation and digital introduction to the most appropriate wealth manager for you.

Achieve your financial goals by contacting The Wealth Consultant call +44(0)203 488 5668 or email [email protected]