Planning

Developing a plan for life

We believe planning is the core of wealth management, so we help you structure your wealth for what’s important to you and your family.

The Sedulo Wealth financial planning service puts you, and your needs, front and centre.

Financial planning and wealth management are long term processes, typically with long-term goals. When it’s at its best and most successful is when there is a genuine, long-term and trusting partnership between you and your advisers. So this is where we always begin, with a conversation. Let us begin by getting to know one another.

You need to know that we are the right company for you, that we can truly add value and help you reach your goals. We need to understand your aspirations, your lifestyle, your goals as yet unmet. Our highly qualified, highly skilled and highly experienced team can help you plan a route to get you where you wish to be.

How we work

Discovery

We love to work with clients for whom we can add real value, so we always start by getting to know you, your needs, and your aspirations. It’s called a discovery session but really it’s much less formal than that sounds. It’ll be a friendly conversation where we get to know one another. There’s some structure, because it’s the vital first step in the process. A process that will lead to a financial plan that is as unique as you are.

How we work

Wealth Management

It’s a catch-all term for financial planning and investment management, which doesn’t quite roll off the tongue. It’s Sedulo Wealth’s stewardship of all your finances, which could include cash management, investments in one of our discretionary portfolios and tax-efficient savings - all underpinned by your financial plan. We’ve identified your goals, needs and ambitions and this is where everything gets put into place.

How we work

Review & Report

Plans require regular reviews, as any plan that isn’t monitored, measured and adjusted won’t survive contact with reality. Plans change after all. Keeping you on track is a core part of our wealth management, so we will report on your investments quarterly and arrange a full review annually. But we’re here when you need us, if your plans or circumstances change we’ll be on hand to make sure you’re ready.

Expert planning for each stage of your life

The ambitions and lifestyles of our clients are as varied as are the clients themselves.

Each unique perspective and goal brings opportunity and challenge. Only with thorough planning can these ambitions be met, and we help clients do so throughout their lives.

Perhaps you want a review of your current circumstances, financial plans and investments. Or maybe you have future goals and ambitions that require planning, a house purchase or university fees for your children. If you’re later in your career you might well be imagining your retirement. Will you have enough to retire? And when will that be? We can help you to answer these questions, and give you the peace of mind that your finances are in good hands.

We can help you plan for life.

I wanted to bring to your attention just how impressed I am with my adviser. She’s a true professional, always offering the best advice, and clearly articulating what is going on with my account. Her knowledge and dedication are second-to-none, and I feel that my money is looked after by the best hands.

Ann

Sedulo Wealth Client

Our adviser has been a true asset to our clients at Clear Accounting, providing exceptional service and in-depth knowledge on pensions and investments. He has consistently gone above and beyond. But the main reason we are happy to recommend the team at Sedulo is the exceptional service level. The Sedulo team can deliver products in place quickly, compliantly and efficiently leaving our clients returning to us happy.

Dave

Strategic Partner

My adviser is incredibly knowledgeable, very practical and has great customer and interpersonal skills. He has managed our money for 10 years in a different company, and we can say that he is the best manager of our (hard-earned) money. We have no regrets working with him - indeed, the opposite! Great bloke, great adviser, brilliant customer service.

John

Private wealth client

Our Service Levels

We have developed two service pathways for our clients. This gives each client what they need, when they need it, at a price level that adds real value.

Sedulo Planning light

Qualified Financial Planner as your point of contact
Full remote support from main point of contact and our support team
Annual review meeting virtually or in one of our offices
Access to our discretionary managed investment portfolios
The Sedulo Connect app

Sedulo Planning

In addition to our Light pathway:

Full face to face support from main point of contact and our support team
Annual review meeting covering all areas of financial planning, and regular catch-ups
Whole of market investment advice including tailored solutions
Cashflow forecasting and cash management
Co-ordination with other professionals, such as your Solicitor or Accountant

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.

0333 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.

0333 222 4445