Menu

WiseWealth®

Our WiseWealth® process enables us to provide robust and invaluable intelligence. You will receive a truly bespoke wealth management and lifestyle planning service from IBB Wealth, with the journey beginning by the creation of a detailed examination of your unique situation, including needs, ambitions and views on risk. We then create a personalised assessment to discuss what action we recommend you need to consider. A tailored set of recommendations may range from investments, through to retirement planning and complex tax structuring.

Our WiseWealth® team is supported by specialist and industry experts, working closely with you to develop long-standing relationships that enable you to build, assess and adjust your wealth as markets and your circumstances change over time.

"Without a plan, you are simply drifting aimlessly."

PROCESS

1. INITIAL DISCUSSIONS
Following on from our initial discussions, you will be asked to provide relevant financial information and given the Gift Book® to complete.

2. DISCOVERY MEETING & GIFT BOOK®
We will meet to discuss your ideas captured in the Gift Book®, including your personal and financial goals. This information will form the foundation of your plan.

3. ANALYSIS OF AFFAIRS & ASPIRATIONS
Next we will evaluate your current financial status and explore the possibilities. We use Lifetime Cashflow analysis and mind mapping to help you to make decisions about your future.

4. IMPLEMENTATION
Once we have presented our recommendations and you have agreed to the action you would like to take, we put the plan into place, liaising with product providers on your behalf.

5. MONITOR AND REVIEW
We will meet with you at agreed time intervals to monitor the progress and adjust your plan, taking into account any change in your needs or circumstances. We realise that we can't offer our service in isolation. To provide a complete wealth management solution, we have partnered with a selection of complimentary strategic professionals such as Accountants and Solicitors, and these relationships help us to manage your affairs. 

t: 01895 544 001 / e: info@ibbwealth.co.uk


Head Office in Uxbridge.
Additional office location in Chesham

© IBB Wealth 2018. All rights reserved.
IBB Wealth is an appointed representative of Kubera Wealth Limited, which is authorised and regulated by the Financial Conduct Authority.

Privacy Policy | Cookie Policy | Website Disclaimer

Website Design by Goldmine Media

Top