Welcome to circle wealth
You know how it feels to take charge of your success. Because no one knows the future you want better than you.
That’s why when we work with you to plan your financial future, we put you at the heart of everything we do. So although we guide you, advise you, and help you achieve more with your wealth, you can rest assured you’re always in control.
You are at the heart of all the advice we give, so we begin by finding out all about you, your family, your goals and aspirations. It’s important to build a strong relationship for the long-term, so we take a deep dive into your passions and motivations, your values and your future plans. We also explain how we work, what we deliver and what we aim to achieve.
The next step is to create your tailored financial plan – a long-term strategy designed to achieve the goals that are specific to you. Using the latest tools, we model scenarios and put together a comprehensive plan for your financial future. From your age, circumstances and lifestyle to your attitude to risk, we take all relevant factors into account. The result? A plan designed around you.
It’s time to talk through your plan with you, discussing our recommendations and fine-tuning them together. We make sure you understand both the overall strategy and the details, then once you’re ready to go forwards, we put your plan into action. From changing existing arrangements to implementing new ones, we do it all so you can get on with your life.
Once your financial plan is up and running, we monitor its performance and talk you through any changes we recommend. Plus, as your circumstances, lifestyle and goals evolve over time, so should your plan. So with your dedicated wealth partner alongside you, we understand how things are changing, make sure your plan remains on track, and of course, we keep you informed every step of the way.
“Throughout the different stages of our life we need tailored and intelligent advice in order to make the best decisions. I founded Circle Wealth with the belief that great advice can only be delivered when we truly understand our clients.”
Kevin Shaw APFS Certs CII (MP&ER)
Chartered Financial Planner
