Total Wealth offers clients a financial planning service that combines financial and investment planning with a broader life-goal focus. You want to enjoy life now and also build wealth for the future.
We offer unbiased advice to help you:
- Identify your financial and lifestyle priorities
- Develop a clear vision for your future
We draw up a financial plan and this becomes your road map. Your plan:
- Outlines clear strategies and specific steps to achieve your financial goals
- Identifies potential obstacles and how to overcome them
Total Wealth can assist you no matter what stage of life be it wealth creation or wealth preservation
We are driven by the highest standards of professional integrity and honesty, placing the long-term value of our business relationships first.
Our mission is to provide our clients with friendly, personal service and professional advice on all financial matters. We’ll take the time to listen to your needs and design a plan that suits your lifestyle and income.
Our philosophy is to work with you to ensure our plans are specifically designed to suit your requirements. We provide ongoing advice and arrange regular reviews to ensure these solutions remain relevant to you or your company’s changing circumstances.
We are committed to ongoing professional development and training, continually reviewing our business processes to ensure that our high standards are maintained. Our advisers are all members of the Institute of Financial Advisers (IFA) and are bound by their code of practice to carry out their role as a trusted adviser to the highest professional and ethical standards.
Total Wealth is not tied into any product provider so we are free to advice on the best solutions to meet our clients’ goals and expectations.
Total Wealth has strategic alliances with a number of prominent professionals to ensure our clients receive the very best advice and service in all areas of financial planning from personal risk insurance to trusts.