Investwell Financial Inc.

Planning for your family’s future

Meeting your family’s needs

Looking at your wealth in the context of your whole family’s wealth can help make effective planning decisions.

Our wealth planners can help you do this either as a one-off exercise or as part of an ongoing review service.

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.

Specialist wealth advice

To help you plan your wealth our planners can help you focus on four specific areas of expertise.

Retirement planning
Wealth structuring
Protection for you and your family

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.

Wealth Planning

What our clients say

The team provide great personal service, I value the advice and have always felt that they keep my best interests in mind.

Comprehensive wealth management

Ensuring your financial affairs are in order can be of great comfort when planning your family’s financial future.

Bernard Croesus

Senior Investment Manager

Planning For Your Family’s Future