Wealth Management for business principles
Successful Wealth Management and Financial Planning isn’t about market timing or ‘gut feeling’, it’s about delivering to objectives.
It demands the effective stewardship of client affairs throughout four distinct phases; the creation of wealth, its maintenance and growth, its protection, preparing for both the foreseen and the unexpected in equal measure and ultimately its efficient transfer through generations.
Every English Mutual client will define their ‘wealth’ differently. For some, that definition will be based solely on the value of assets. For others it will mean family, relationships and the feeling of security.
Irrespective of this definition, one thing is constant; their wealth is precious.
Their wealth requires care, whether that be through sensible, bespoke investment management designed to secure and increase real value over time, or through the appropriate creation of mechanisms to guard against the unknown.
The English Mutual Private Client Proposition is geared solely to the provision of solutions to all of the major financial challenges of life; solutions that are individually tailored, built on understanding and empathy, clearly communicated and executed without compromise.
English Mutual clients receive outstanding service built upon consultation and understanding, created through:
• The appreciation of needs, circumstances and direction
• The knowledge of how they wish to be treated
• Sincere and valued long term business relationships
• A Client Proposition geared to delivering client satisfaction, not based upon the vain promise of high return and top performance.
It is not our place to be bold or cavalier. Our aim is to deliver client satisfaction; meeting critical needs over time and achieving investment objectives with the minimum of risk, reacting appropriately, empathetically and professionally to their needs; to deliver the Wealth Management and Financial Planning experience they expect.
The experience they deserve.