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You are unique


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You are unique


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What We Do


What We Do


Financial Planning

Do you feel that your money doesn’t go as far as you’d like? Perhaps you aren’t getting the most out of your income? There are the things we need and there are the things we want. Those things we want are our aspirations; if we accomplish our aspirations we can progress and move forward, both personally and in business. By managing your resources and setting achievable goals, you will be able to accomplish those aspirations! This is the essence of Financial Planning.

A Unique Financial Planner can enable you to take control of your finances by working collaboratively with you to understand your aspirations and tailor a plan. For the plan to succeed we need to be realistic, transparent and committed. Your Unique Financial
Planner will document all things discussed and decided on throughout our partnership, and they will regularly review, update and adapt the plan to ensure it remains on track and fully attuned to your needs and goals.


“Unique Wealth Management have been very helpful to my wife and I as we have moved
into retirement. They have provided helpful advice, rationalised our finances and we now
enjoy real peace of mind and a sense of financial security”
— Mr and Mrs Banton, London

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How We Do It


How We Do It


 

Wealth is rarely created overnight. It requires a plan, support and commitment, much like a Triathlete. The two journeys are very similar, see for yourself…

Preparation
In his preparation he starts by putting together a training plan with achievable, realistic targets, and a commitment to the goal. With wealth creation we give you the plan, ensure it is achievable and realistic. You commit to the goal.

Execution
He trains; he runs, he puts in the miles. His coach monitors his progress, ensures he remains on track to achieve his goal. His coach provides advice and innovative training techniques to help him develop and grow. Your Unique Financial Planner will monitor your progress, adapt and update your plan and work with you to encourage your wealth to develop and grow.

Completion
When he completes his Triathlon he is filled with elation and a well earned sense of achievement. You will feel this too when you see your planning, commitment and investment pay off.

The Alternative
With no preparation, no plan, no support and time slipping away, the triathlete decides he’s not ready. He won’t do it this year, maybe next year instead. It’s easy to keep in the comfort zone, not put in the commitment, and continue plodding along. But this isn’t rewarding, this doesn’t drive change or development. With financial planning the process is identical. If you don’t put in the commitment, you don’t look for the support, your chances of succeeding are slim to none.

So take that first step, and you’re already one step closer to the finish line. Look to us for the support, we will provide the plan, and give you the potential to succeed. 

The value of your investment can go down as well as up and you may not get back the full amount invested.