Work with us

At Sapient Wealth Management we are confident that we can offer you a fresh and compelling proposition. No matter what stage in your life, we are the right partner to help you navigate the complex choices and challenges planning for the future brings.

Everyone’s circumstances are unique so we have developed a flexible approach in order to build a strong working relationship with you over time. Managing your finances in the most effective way is an ongoing process, and one that we share. By listening to you and fully understanding your requirements, we are able to provide carefully researched advice, followed by an agreed plan to help you get there.

We deal with some of the most important issues that come into our clients’ and their families’ lives. So we believe it is essential to nurture a close, personal relationship, working together so that we are able to draw upon our specialist experience in pensions, tax, inheritance planning and other areas of financial planning, as your circumstances evolve.

Our Advice Process

Our wealth planning process is split into five stages designed to help us identify your key goals and objectives and then help you achieve them by managing your finances in the most effective way. We always take into account your individual needs, attitude to risk, tolerance for loss, timeline, knowledge and experience.

Our initial meeting is about getting to know you, understand what matters most to you, as well as to discuss your circumstances, attitude and capacity for risk, and your future aspirations

We then develop a tailored integrated financial plan that best meets your needs. To do this, we look at your current financial position and the goals you wish to achieve. With this information, we then agree with you the services that we will provide and the fees we will charge.

Once your personal financial plan has been prepared, we will discuss it with you to ensure you understand and agree with our recommendations before we proceed any further.

Once we have agreed upon our recommended solutions, we will then implement your personal financial plan, assisting you with the completion of any documentation or applications, and monitoring their progress so that you are completely happy.

We will regularly review and adapt your personal financial plan with you to ensure your plans stay on course. It is important to regularly review your financial position as your life changes. Our aim is always to ensure that as your circumstances and goals evolve with life’s events and changes, we adjust your financial plan accordingly to keep your plans on track.
  • 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.