CFP™ Chartered MCSI, Chartered Wealth Manager
Clients who will benefit most from our advice and planning are those who have minimum liquid investable assets of £750,000 (not including properties, life insurance or personal assets).
Our clients are wealthy, successful and family orientated people who lead busy lives. They arrive at our meetings with an open mind and a willingness to have their own ideas challenged in order to reach the best results. They believe in sharing success and are happy to enter into a relationship which is mutually beneficial. When in marriage or partnership, both are equally committed to the financial planning process and attend meetings together, sharing the weight of any decisions that need to be made.
The Fundamental Group is a leading boutique financial planning firm, providing specialist wealth advice to clients across the UK.
Our purpose is to help clients develop their vision of how they’d like their lives to be, and work alongside them for the long-term – putting their wealth to work in enabling them to lead a more meaningful and purposeful life.
We work with people who look beyond their own postcode to find the right financial planner. Our clients are those who aren’t interested in accumulating wealth for the sake of it, and their idea of success is defined by so much more than the value of their assets.
They’re motivated by the potential to build a richer future for themselves and their families and are looking for an advisor who can work alongside them to translate their values into an actionable plan. They know that working with an advisor is about so much more than analysing their finances, but instead an opportunity to create a meaningful relationship that promise real mutual reward.