Wealth Management

Wealth ManagementThe strength of our investment advice process is one of the main reasons why clients select Sequence Financial Management as their IFA and Financial Planner.

The Sequence Wealth Management Service

For clients who do not feel drawn to our comprehensive Financial Planning Service but who would like access to our investment expertise, The Sequence Wealth Management Service is available on a stand-alone basis.

Here at Sequence we firmly believe that investment success comes from the consistent application of a robust process where active management and passive strategies can both play a valuable role.

Unlike many other IFA firms we do not believe that we add the most value by simply picking the ‘best’ investment funds or ’star’ fund managers.  Instead, we place a great deal of emphasis on asset allocation decisions.

Using the latest technology we are able to offer our clients a truly consolidated approach to investment, maximising tax saving and investment potential across your whole portfolio and ensuring a consistent and logical approach to all your investment planning requirements.

We assess each client as an individual and do not categorise clients by how much they have to invest.

The Sequence Wealth Management Service offers a comprehensive no-obligation review of your existing investments including Pensions, ISAs, PEPs, Investment Bonds, Unit Trusts and OEICs and Stockbroker Portfolios.  There is no upfront fee for this service.  Our fee only becomes payable if it is in your best interests to transfer your investments to our management and you agree to do so.

To find out more about the Sequence Wealth Management Service and how it can improve your wealth, please call our offices on +44 (0)345 643 2633.