Individual Investors
What We Offer
Finsbury Wealth offers a long-term, holistic approach to wealth management and every investment decision we make is done with our client’s best interests at heart and balance in mind.
When onboarding any new client, we take the time to sit with them and conduct a holistic analysis of their overall portfolio, analysing their current situation, future needs, risk appetite, and succession planning to ensure a tailored approach for each of our clients, with a transparent fee structure.
We invest responsibly, taking a long-term, holistic view and diversified approach. To ensure we cover a diverse range of needs, we also offer socially responsible and Sharia-compliant options within our range of investments.
Our Fees
As part of our commitment to transparency, our fees are structured in one of two ways, depending on your needs. This can include an upfront consultation fee and/ or ongoing management charges based on your investment value. Please get in touch for further information.
01
Savings & Investment
Our team will take the time to understand your objectives and needs over the short, medium, and long term – building a plan to match your investment goals.
Through the use of portfolio analysis and cash flow modelling we can ensure a well thought out and tailored investment plan is created.
02
Income & Retirement Planning
As an expat, saving for your retirement is even more important because in many countries it is not a statutory requirement. Ensuring you know what you need for your retirement and building a plan to get you there is essential.
Our team can review all your current and past plans, as well as advise on international retirement solutions to help you meet your retirement goals.
03
Estate & Inheritance Tax Planning
Having worked hard for your wealth, it is important we help you retain as much of it as possible. Our team of specialists can help you create a succession plan for your family and heirs.
We review your current asset position and advise on legal considerations where required and look at ways to mitigate estate tax in various jurisdictions.
04
Strategic Partnerships
We work with various strategic partners to be able to offer other services, such as: property, leverage, foundations and family investment companies, and foreign exchange.