Wealth Management is focused on achieving your goals...too many asset managers call themselves wealth managers
Wednesday, 19 November 2008
In a regular review meeting with a client, 90% of the time was spent not discussing investments..is that unusual?
This is an interesting point because most prospective clients have a preconception about what we do, but only really find out how we help them achieve their objectives when they experience our service proposition.
Wealth management seeks to understand your goals and then helps to design a strategy to achieve them. It means understanding your needs, your aspirations, your views, your propensity towards risk, in fact, it means really getting to know you properly. Only then can we act with you to help you achieve all that is important to you.
posted by Murray Round Wealth Management @ 11:28,
The Authors
Nicholas Round
Nic is the Managing Director of Murray Round Wealth Management Limited, who seeks to ensure the advice provided is truly independent. Based in Shropshire with clients local, national and worldwide, Nic has strived to find the best possible service for his clients needs, by researching and studying the market, trends and philosophies. Nic strongly believes Asset Class Management will bring his clients Financial Freedom, Independence and Happiness.
Kirsty
Kirsty is our communication guru. Managing information requires considerable due diligence and her passion for organisation gives the clarity we all seek. From Shropshire, with a Psychology Degree and much travelling, she is now back in Shrewsbury...and London often, keeping us all at Murray Round focused.
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