The world of high-net-worth private wealth management can be a difficult one to navigate.
Luckily, it is our job to be your personal guide and sounding board. We understand every family is unique and faces its own challenges. We work closely with you to get to know you, to understand what you need and what is important to you. Our role is to support you to make confident and informed decisions about your wealth. We're here to serve your interests.
Our client group is small and selective, so we can be hands-on and give you our undivided attention. Our services are bespoke and tailored to you. There are no cookie-cutter corporate solutions at Wealth Differently. How we work with you depends on your unique needs and circumstances. Below are some of the ways in which we work with our clients:
Independence: Our independence is paramount. We are fiercely protective of it. We are not related to any product providers. Wealth Differently is independently owned and licensed.
Fee Structure: We only get paid by you. Unlike many other advisers, we do not charge percentage-based fees based on assets under management. Our services are flat fee only, paid directly to us by you. This is the only way we get paid. This ensures complete transparency – you always know exactly how much you are paying for our services.
Privacy: We take your privacy very seriously. Everything you share with us is confidential (see our privacy policy here). Honesty and frankness are crucial for a successful relationship, and we always maintain a safe space for you.
No commissions. We do not take commissions. If we do receive any payments from product providers, such as commissions or stamping fees, these will always be refunded to you.
No Referral Fees: We do not accept or pay referral fees. If we recommend adding another expert to your team, it is solely because we believe they are the right fit for your needs.
Conflict of Interest Management: We avoid conflicts of interest where possible. Conflicts inevitably arise but we manage them. This is the core of what we do. Our values and principles guide us and our advice, not products, gifts or lunches. We cannot be bought. You and your goals are our top priority. We avoid conflicts when we can and disclose them to you when we can’t, so you can make an informed decision.
We care about the protection of your data.
Read our Privacy Policy.
