Financial Health Check

Financial Health Check

Three small steps to financial freedom:

  1. Get a clear overview of where you stand with your finances
  2. Receive professional and ongoing advice – from building your savings to repaying debt
  3. Helping you change the way you think about your money today

As your life changes over time it’s important to ensure that your financial objectives continue to meet your needs. We are committed to meeting the needs of wealthy clients and those aspiring to become wealthier. We understand that wealth is more than money, it means something different to everyone.

Our approach takes account of business, personal and family circumstances. As well as your available assets, other important factors we take into account are tax considerations, your financial liabilities and your retirement planning.

Once we have all the information, we then develop a financial plan that will benefit you and your family for generations. So whether you are progressing in your career, or building your business, and are looking to build your wealth, we provide the professional advice required to ensure you attain

your goals. Equally, if you’ve already built your wealth and wish to see it grow, our approach to total wealth management can help you continue to achieve this objective. There are many ways to grow your wealth. Our skill is in helping you to understand your choices, and then helping you to make

the investment decisions that are right for you. That depends on your life priorities, your goals and your attitude to risk. We will work with you to build a tailored financial plan based on your financial goals and needs and help you put that plan into action.

If you would like to discuss the range of personal and corporate services we offer, please contact us for further information.

SIMPLY PLANNING FOR YOUR FUTURE

At Sky Wealth Management, we firmly believe that having a financial plan empowers you to feel confident and secure about your financial future.
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What our clients say

Rob has acted as our financial advisor for several years now, and we are both very glad that this is the case. He has reviewed, advised and organised our investments, our wills, our insurance, and regular savings for our grandson.

We are extremely pleased with the results Rob has achieved in each of these areas and know that his knowledge and attention to detail has ended with us getting a great outcome!

I no longer spend my time and energy fretting about financial matters as I know Rob has it in hand. The bonus is that Rob has achieved this without any “hard sell”, “blinding with science” or “flavour of the month” tactics. He’s as straight as a die, solid as a rock, and has the skill of knowing the level, to pitch to his customers.

Mr & Mrs B, Reading

Rob has helped us manage our finances for more than 15 years now.

We have always found him to be friendly, personable and he always makes us feel relaxed.

In our meetings he has shown that he is at the forefront of changes in financial markets, tax initiatives, and potential savings which are not only beneficial but in keeping with our portfolio.

He has listened carefully to us and understands our preferences. He explains clearly the options open to us and we have utmost confidence in his advice.

Mr & Mrs E, Andover
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Sky Wealth Management is authorised and regulated by the Financial Conduct Authority FRN 978184.

Registered office: Glan Yr Afon Isaf, Brynberian, Nr Crymych, Pembrokeshire, Wales, SA41 3TG.

Registered in England & Wales as a Private Limited Company 11649598

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