About us

The Sedulo Wealth vision

We saw all that was good in the financial advice sector. And all that was bad.

The beginning of our story finds us working for big financial firms through the nineties and noughties. This was a typical career pathway back in the day. The big firms offered training programmes where one could earn and learn, gaining qualifications and experience. But it’s around this time that our path begins to diverge from that career trajectory.

We’d been given a grand tour of the financial services industry, and we saw all that was good. And all that was bad. Too often did the service consist of cold transactions. Profits were being made, but opportunities to really add value were being lost. We realised that things could, and should be done differently.

The Sedulo Wealth Team on the office roof in Liverpool
The Sedulo Wealth Team on the office roof in Liverpool

Every member of the Sedulo Wealth team believes fully in our company ethos. That your needs are first and foremost. We're here to give you the peace of mind that your money is safe in our hands.

Ben Eastlake talking to someone in a meeting
Ben Eastlake talking to someone in a meeting

Planning is the most important part of wealth management.

Which is why we start by getting to know you, your needs, and your aspirations. It’s a vital first step towards developing a plan that’s as unique as you. We’ll consider your personal, family and professional goals, and keep an eye on your future. Your financial plan and investment strategy are vital, because the best way to create the future is to plan for it.

Sedulo Wealth will take thoughtful stewardship of your wealth, adding structure and guidance. We’ll help to keep you on track over the long term, and leave you the freedom to live a life fulfilled.

Quote from Christy
Quotes Top
Ours is a business that relies on strong relationships. Only once we know about your family, business, dreams and goals can we begin to make financial plans, and keep you on track over the long term. Whatever your ambitions, the best way to create the future you want is to plan for it.
Christy Morrison
Wealth management director
The Sedulo Group logo image

Sedulo Group

As part of the Sedulo Group, we have expertise in tax, accounting, insurance, business and capital investments, offering much more support and choice than a typical financial adviser. We’ll consider the needs of personal clients and workplace advice, ensuring that all of your requirements and objectives are realised in a single, joined-up and streamlined solution.

Get in touch

Call and speak to a member of our talented team of experts. It’ll be a friendly conversation with no obligation. Our goal is to see how we can help you with a plan for life.

Phone Icon0333 222 4445

Get in touch

Call and speak to a member of our talented team of experts. It’ll be a friendly conversation with no obligation. Our goal is to see how we can help you with a plan for life.

Phone Icon0333 222 4445