Investwell Financial Inc.

Growing your wealth

Helping you grow your wealth

Growing your wealth is a common ambition for investors. Our personal service means your dedicated investment manager will build a bespoke portfolios designed to meet your objectives.

Whether you are starting out on your investment journey or are looking to change your investment manager, our award winning services can help you deliver your growth ambitions.

Bespoke wealth management

At Investwell Financial our success story is built upon relationship, trust and word of mouth. Many of our clients have introduced us to members of their family to the extent that we often manage investment portfolios across multiple generations.

Trust, confidence and communication

There are several core elements of delivering a quality discretionary portfolio management service, which form the basis of our client relationships:

Dedicated investment manager.
Personalised service.
Tailored to your individual circumstances.
24/7 access to your portfolio and documents.

Is this right for me?

You have limited time to manage your investments:

A discretionary service is suitable for investors who may not have the time and/or experience to manage a portfolio on a day to day basis.

You have CGT considerations:

For investors with CGT considerations using a personalised approach to discretionary portfolio management ensures the tax position on your portfolio is considered.

You want access to a dedicated investment manager:

Our award winning services are based around a personal relationship with an investment manager to your portfolio is managed to your individual requirements.

More information

Managing your wealth requires many attributes, from clearly defined goals to sound advice and focussed investment research. But in our opinion, the over-riding element is a personal service.

Private Client Brochure

What our clients say

I’m particularly satisfied with the thoroughness in which they deal with their admin, accounting and client relationship.

Comprehensive solutions

As an investment manager, having a superb in house wealth planning proposition, allows us to offer comprehensive solutions for our clients that have distinctive investment requirements.

Bernard Croesus

Senior Investment Manager

Growing Your Wealth