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Welcome To Spectrum Wealth Management

At Spectrum Wealth Management clients value our expertise and our fresh, transparent approach to financial advice. Building lasting, intelligent and trusted partnerships with each and every client focusing on the client’s needs and desired outcomes.

Today we are helping private clients, entrepreneurs, philanthropists and wealthy families focus on what they want to achieve, and help them realise the lives they want to live.

We have earned a reputation of excellence by putting traditional values of courtesy, convenience and accessibility at the forefront of our actions supported with excellent customer service, highly qualified financial planners and desirable efficiencies of contemporary life.

Choosing an independent financial advisor is a difficult decision; but with Spectrum Wealth Management, we are confident you will agree not all financial advisors are created equal and our strength and qualities set us apart where you can be certain your needs will come first.

Private Client Services

This is for private clients seeking a comprehensive financial planning service, delivered in a jargon free easily understood format.

The financial planning process includes state of the art cash flow analysis, investment strategies with complete governance and continuous investment analysis that works seamlessly with your professional team of advisors. Contact us to find out more.

Family Wealth Office

The family wealth proposition offers a generational financial planning service including estate planning and a clear, logical executive summary your family will be provided with robust investment solutions, as well as seamless wealth transition for younger generations.

We act as your partners to ensure your families financial well being is cared for.

 

Corporate Services

The modern business is a challenging prospect for both established companies and new start ups, we provide a consulatative and advisory based approach to your business needs.

Providing advice on your employee benefits and advice on meeting your auto enrolment obligations. We can also assist with director share protection and cross option agreements.

“The secret of getting ahead is getting started” – Mark Twain

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