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 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.