Three Unique Advantages You’ll Get From Working With Index Wealth Management:
By strictly limiting our client numbers we can concentrate fully on you. Building a trusted relationship with you, understanding your interests and lifetime goals, providing a personal service and helping you build a long-term investment strategy is our top priority.
You’ll get unbiased advice you can trust. Our fixed price, fee-only approach avoids the conflict of interest and potential abuse of commission arrangements. You’ll get a personal cash flow forecast, a long-term investment plan, unlimited meetings, liaison with professional advisors and a lifetime relationship, all for less than the cost of an average UK unit trust fund.
Planning holistically for the benefit of you and your family. Understanding what is important to you is key. We’ll help you to plan your lifestyle and take care of the things that matter most to you. We’ll then work with all your strategic partners and professionals to give you truly holistic advice.