A complimentary audit for those looking for answers.
Wealth building health check.
Who is this for?
Our wealth building health check provides a thorough assessment of your current financial position.
Wealth Building
This is suitable for those looking to build wealth over the long term.
£120k+
Households with at least £120,000 in pensions and investments.
How does it work?
Complete our online wealth building assessment.
Answer some questions about your current set-up and we will give you a score out of 100.
Start Now
Schedule a meeting using the link provided.
Once the assessment is complete, you'll get a link to book in a free meeting with an expert financial planner.
Meet with one of our financial planners.
A one-hour video session with a specialist financial planner, with pointers and things to think about.