At Invictus Wealth Consultants, we recognise that everyone’s economic and life situation is unique, and keep that in mind when providing financial advice. We believe that personalised service is essential when matching clients with the right financial products and services to ensure they make the most of the money they have now as well as how to grow their money for the future.
As a FCA approved Financial Adviser, we are dedicated to learning about your personal goals. Together we will use them to build a financial plan focused on your specific needs. We understand our clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education, or planning for retirement.
Whether you are a business owner or an employee, we believe a financial plan must reflect your personal or business situation, and so will work to highlight the financial products that best fit your goals.
Once your personalised financial plan is in place, we will continue working together to review achievements against your stated aims, ensure everything is moving forward according to plan and you are comfortable.
If you have any questions about an existing financial product or plan or you are curious about how you could benefit from professional financial planning, please contact us. We will set up a time to meet you to review your needs and address any questions you may have with no further obligation.
We can translate and simplify the jargon to support you to:-
- Identify investments that suit your needs
- Secure insurance policies suitable for your circumstances
- Review your existing pensions and investments to ensure they are working hard for you
- Invest tax efficiently
- Effectively plan to pay for school and university fees for your children
- Maximise your pension and achieve your retirement goals
- Understand how to pass on your wealth efficiently
- Provide FCA approved pension, insurance, savings and investment advice to your employees
With locations in Horsham, Brighton and Hove, Westerham, Guildford and London, Invictus Wealth Consultants Limited provides financial advice to private individuals and businesses across the UK
Contact us today to find out how we can help you.