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.
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.
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 4445Get 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