Wealth management with a family focus
At 56Wealth, we co-create financial plans for families, couples and individuals.
We work with our clients to help them feel empowered and fully in control of their financial choices. This careful and inclusive approach supports outstanding results. 56Weath is structured specifically to offer the highest levels of bespoke and personal service so that each financial plan is fully focused to support your needs and wishes.
Your Financial Plan
We can help build a more detailed picture of your financial journey and in so doing, create a critical control point for financial empowerment - your unique Financial Plan.
During an initial ‘discovery meeting’ we’ll go through some carefully structured questions to help us understand what’s most important to you and your financial future.
Who we work with
We are equally well placed to serve the needs of individuals or families and take very seriously the trust you place in us to protect and grow your wealth.
Where possible a holistic family approach offers a unique opportunity to make the most of your wealth. We understand the differing needs of each generation and life stage.
We serve a number of multi-generation families as well as our individual clients.
Why choose us?
You will receive a bespoke, high touch service for the long term.
We will spend time to deeply understand the needs of you and your family.
We will help you create a clear financial plan, which will give you confidence in any financial decision you make - both now and in the future.
Just as we will work hard to understand you and your family we will work equally hard to ensure you understand your finances and how best to structure investments & pensions.
You will have access to a cost efficient, evidence-based investment approach unavailable to most investors.
You will understand all costs and fees associated with any decisions you make before you go ahead.
Let’s talk
Perhaps you have some questions you’d like ask, or just fancy a quick chat about your financial plans. Let’s have a virtual coffee or an initial phone call to understand how best 56Wealth can help you.