EVALUATE. COMMUNICATE. SUPPORT.
Great communication leads to better outcomes for everyone.
An annual meeting is a great way to catch up with what has been happening in your life and if events overtake you…we will be there to offer the support you need.
Working collaboratively from the outset will lead to absolute clarity about what you need from us and how we can determine what is necessary for you to meet your needs and objectives. So that you know what to expect we work to a process so you know exactly what happens next. See our process.
KEEPING UP TO DATE.
Your financial plan will need to adapt as you go through your life. By coming in to see us for an annual update and a cup of coffee, we can catch up with what has been happening and work together to determine any necessary course corrections.
Sometimes life overtakes plans; if you need additional advice or support to deal with the unexpected we will work through the issues together and offer practical solutions. Having a plan in place makes it so much easier.
LOOKING AFTER YOUR EMOTIONS
At key moments in our lives, emotions can creep in and threaten to cloud our ability to make the right decisions.
Our wealth planning team is here to consult with you at those critical times. We can look at the situation from an impartial standpoint and act as a sounding board, helping to provide the clarity you need to make a truly informed decision.
WEALTH MANAGEMENT FOR YOU
You will not be asked to sign anything or incur any cost until we are sure that according to your financial planning needs and the complexity of your affairs the fees we agree together will demonstrate good value for you.
By that time you will have had at least two meetings with us and we will have started to get to know one another.
WHAT OUR CLIENTS SAY
“Bloomsbury has provided us with professional and invaluable wealth management advice whilst we have lived in Istanbul, Dubai and now the United States. We have a high level of confidence that our wealth is being well managed.”
Mr & Mrs M – clients since 2007
“We wanted a one stop wealth management service tailored to our needs and Bloomsbury has delivered. Its professional, common sense approach gives us peace of mind and total confidence that our future financial security is in very safe hands. “
Mr & Mrs H (retired business owners) – clients since 2005
“Bloomsbury is down to earth and great to work with, they listen to your personal situation and goals to make the financial plan help you live the life you want.”
Mr DW (senior executive FTSE250 company) – client since 1998
“Bloomsbury takes the time to understand our personal goals and helps us to plan our personal finances accordingly. My wife & I sleep well at night, confident that Bloomsbury is looking after our best interests.”
Mr GN (business owner) – client since 2005
“Bloomsbury’s planning has enabled us to truly retire (in my early 40s) – to stop worrying about stockmarket movements and our personal wealth. I have absolute confidence that our financial affairs are in safe, capable and innovative hands. Bloomsbury do exactly what they say they do.”
Mr W – client since 2001