at Horton House, Exchange Flags 10th Floor, Liverpool, L2 3YL United Kingdom
STRAIGHTENING OUT WEALTH MANAGEMENT WHAT WE DO FOR YOU... We're here to cut through the rubbish. To help you avoid the industry's old way of doing things. We provide a simpler and alternative approach. One that puts you at the centre and starts with 1 simple question. WHAT ARE YOU INVESTING FOR?
ON ONE. We're on a mission. "TO CUT THROUGH THE BULL THAT ENGULFS THE WORLD OF WEALTH MANAGEMENT" WHY? Because we care. We believe that wealth management doesn't have to be so complicated. We cut the jargon and focus on the important stuff...Your objectives. We have a simple 5 stage process that we'll work through with you... We'll start with an audit to understand your current financial footprint. We'll then help you set some financial goals - retirement income, school fees etc We'll then write an investment proposal outlining how your goals will be met - making the most of your current footprint and recommendations for new stuff. ...And when you're happy, we'll invest your money accordingly. SIMPLE PROCESS. NO BUZZWORDS. NO CONVEYOR BELT. NO BIG FEES.
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