Your Dreams Made Possible
Sapient Wealth Management provide a higher level of personalised attention to high net worth individuals. We understand that none of our clients circumstances are the same, therefore, none of the solutions we suggest are the same.
Whether you are looking to save for retirement, invest the wealth you have built up, or provide financial security for your family members, we work with you closely, gaining an close and personal understanding of your circumstances, your goals and ambitions and how we can help bring these to fruition.
With over 30 years of experience we will ensure you always get the best guidance. We have satisfied rigorous criteria relating to professional qualification and ethical good practice. It means you can be confident that you are dealing with a firm that is wholly committed to providing you with the best possible advice, service and support.
Frequently Asked Questions
We are independent financial advisers and have been authorised and regulated by the FCA to provide unbiased, financial advice on investments, including Mortgages, Pensions, Investments, and Protection.
When it comes to your finances and the complexity of financial products available to you, it can pay to get professional advice. Using experienced financial advisers such as ourselves should be considered more an investment than an expense, helping you to make the right decisions and build the right financial plan for you.
We will talk you through all the options available to you and advise you on the best route to take based on the most important factors, such as; when you want to retire, and your expected level of income.
Once we have met you at our initial meeting and our services have been fully explained, we will provide you with a full breakdown of our fees. We believe in providing a quality service and we believe that our fees to be a fair reflection of the work and advice that we provide.
Why Choose Sapient Wealth Management?
Individual
We provide a higher level of personalised attention. None of our clients circumstances are the same therefore, none of the solutions we suggest are the same.
Tailored
Investing successfully is about knowing what you want your investments to achieve, understanding your time-frame, and being comfortable with any element of risk.
Relationships
We value the relationships with our clients above everything else working with clients who understand the value in such relationships in helping achieve their goals.
 | David Snape Dip PFS |
|
| David founded Sapient Wealth Management in 2013 after nearly 30 years working within financial services. Sapient is built on firm foundations, continuing to grow by providing individual, tailored financial solutions, which value the client relationship above all else. | ||
| Read more | ||
Make an Enquiry
The personal client relationship lies at the very heart of what we do. We recognise our clients want individual solutions for their individual issues, and to help them achieve their individual ambitions.
Would you like to speak to David regarding your financial arrangements? Simply submit your details and he will be in touch shortly. You can also email us directly if you would prefer.
Alternatively, please give us a call us on 0845 226 5357 and we would love to help you.
Your details are kept strictly confidential as per our Privacy Policy.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.