Welcome
Index Wealth Management takes care of the financial interests of a limited number of wealthy entrepreneurs, high earners and their families.
Understanding their unique needs and demands, we help them protect and grow their core capital, generate rising income when it's needed, and enjoy the lifestyles they want.
By restricting our service to those for whom we can truly add value, we develop lifetime relationships with our clients.
Our values of making things better, keeping them simple, being open and staying committed drive every aspect of what we do.
Working as fixed price, fee-only advisors, we are uniquely placed to provide truly objective advice.
Drawing on Nobel prize-winning investment strategies which reduce risk and increase return, we have privileged access to the best funds and minds of the financial world.
This can dramatically change the way our clients think about investing, and enable them to make smarter decisions about their money.
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“You just make success happen”
15 May 2012I have mentioned the publication, Money Week, previously as a magazine that likes to think of itself as sophisticated, but in reality it’s just one of many tip sheets out… -
Analyse this – who really knows?
17 Apr 2012There was a song some years ago by the Kursaal Flyers (a name inspired by a Southend fairground) entitled “Little does she know” and the lyrics of the chorus go… -
Reasons to be cheerful……
03 Apr 2012“The birth of a baby is God’s opinion that life should go on”, is a quote from the American historian and poet, Carl Sandburg. I was reminded of it this weekend… -
Top of the toxic pops, it’s our old friend the structured product.
20 Mar 2012The Financial Services Authority has drawn up a chart, for the benefit of consumers, called “Retail Conduct Risk Outlook”, which is, unfortunately, 96 pages long and…