How we can help

Sapient Wealth Management is committed to helping you build a goal-based financial plan that reflects what’s most important to you. We believe that retirement, tax and inheritance planning are all interconnected, and viewing them as one can help to preserve your wealth and achieve your financial goals.

We understand the value of joined-up thinking, and look at all aspects of your wealth in an integrated way. We take time to understand your specific circumstances, considerations and goals, and work with you to create and implement a structured plan encompassing all the relevant areas of wealth management for you. Everything is then tailored to your particular circumstances and needs, and we then plan to grow and adapt as you live your life.

Complete financial planning and investment service

Retirement Planning

We can help you build the wealth you need to achieve financial independence in later life – and maximise your income in retirement.

Estate Planning

Without adequate inheritance tax (IHT) planning, your loved ones could be left with a higher than necessary tax bill. We’ll help you so you can distributed according to your wishes.

Review Your Pension

An underperforming pension pot can leave you with financial set-backs in retirement. You can’t predict the future, but you can prepare for it.

Investment Planning

From managed funds to bespoke, personalised portfolios, our experts will create the right solutions for you.

Protecting your family

Can you put a value on peace of mind? We can show you the best way to protect your income, your family and your business if the unexpected happens.

Mortgages

We can advise on the best way to own your family home, or build a property portfolio.

  • Contact Sapient Wealth

  • 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.