As a Chartered Financial Planner and experienced Investment Manager having spent over twenty years’ providing expert advice for clients from all walks of life, I appreciate how complex and confusing investment, pension and financial planning can seem.
So at Akrivis Wealth, we ensure you receive straightforward, easy to understand guidance at each step of the way. We take the complex and make it simple. You can relax, confident that your hard-earned money is in safe hands.
Akrivis is a Greek word that means accurate and precise. Those twin goals are the cornerstones of everything we do.
Our services are designed to meet the needs of private individuals, business owners and their families.
As an Akrivis Wealth client, you get a bespoke service, tailored to your unique needs and goals. We are discreet and dedicated.
We like to meet our clients, but we back that up with state of the art technology to constantly test the financial plans we design for you to ensure they are always fit for purpose in this ever changing world.
Our goal is to give you peace of mind, you will know that no stone has been left unturned as we seek to provide the best possible outcomes for you and your family.
We would be delighted to discuss ways in which we could help you, so if you like the sound of how we do things, please do get in touch.