Our Approach - 168 Global Wealth

FINANCIAL PLANNING

OUR AIM IS TO HELP YOU BUILD VALUE

OUR DISTINCTIVE APPROACH
Means we offer continued professional support, ensuring our clients receive relevant news, attached to a professional views plus Wealth Management and a full ongoing proactive investment service.
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Benefits of 168 Global Wealth

We do the hard work on research to target your goals, so you can free-up resources, enabling you to concentrate on the things that matter most to you in life. The burden of second guessing the investment market is removed through our constant monitoring of the forever changing markets. This is achieved through solid financial planning.
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Our vision

is to offer a professional service linked to your strategic planning. We will assist you, where you want, to create a financial plan. Our advisers appreciate the benefits of long lasting professional relationships built on loyalty and trust which should be the target of all successful business‘ and clients.
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Our ethos

is wholly built on trust, transparency, and good faith backed up by compliance and due diligence, a truly ethical approach. We believe this is the key to success when working within “your” financial aims and aspirations. We aim to make working together as straightforward as possible.
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We recognise

1. You want us to provide alternatives to high commission products
2. You want us to work hard to maximise your investment
3. You need to be kept updated every step of the way
4. You require a professional ongoing investment & wealth management service

Our priorities

1. To ensure you recognise your goals and how to reach them
2. To ensure you are provided with a full range of worldwide products and not be "tied" to one company´s product
3. To ensure you have the appropriate information and documentation
4. To ensure our clients are satisfied with the on-going service through feedback

It is never too early or too late to get started on your financial plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

FREE REVIEW
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    ONLINE APPOINTMENTS

    Initial Consultation • 1 hr|Free
    Introduction to our service and to understand your requirements

    Review • One hour per client

    Open chat