You can't buy financial wellbeing.
It's all in the doing.
Independent Chartered Wealth Planners helping successful families plan, invest, and protect their wealth with confidence.
Welcome to The Wealth Coach
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Most wealth managers focus on gathering as much of your money as possible and promise you an “easy life.”
We take a different approach.​
Financial wellness isn’t something you can buy. It’s about clarity, good decisions, and active participation with expert guidance at your side.​
We don’t sell products. We build strategies.
We don’t manage “assets under management.” ​
We coach people to be the CEO of their family’s wealth.
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That’s the difference. That’s financial wellness.
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How we work with you
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We don’t believe in taking control away from you. Instead, we give you the clarity and structure to make better financial decisions.
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As a client, we help you:
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Decide how much of your wealth to delegate to professional managers
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Put in place a process to measure their performance
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Stay hands-on where it matters most to you
Alongside this, we support all your wider financial planning needs, including investments, retirement, tax, and estate planning.
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You’ll get:
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Independent, expert advice
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Clear communication (no jargon)
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A long-term partner you can trust to put your interests first
It’s not just about money management. It’s about confidence, peace of mind, and making sure your wealth works for you and your family.
Strategy
A clear plan is the foundation of financial wellness. We work with you to set goals, cut through complexity, and create a roadmap that keeps you in control.
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Investing
Good investing is simple, disciplined, and cost-effective. We help you avoid expensive mistakes, build the right portfolio, and stay invested with confidence.
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Succession
Wealth isn’t just for today. We help you protect it, plan for inheritance, and pass it on smoothly, preserving both money and family harmony.
Independent. Qualified. On your side.
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We’re Chartered Wealth Managers, Chartered Financial Planners, and Certified Financial Planners, the highest levels of professional qualification in our field. But what matters most isn’t the letters after our names. It’s how we use that expertise for you.
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We listen. We ask the tough questions others avoid. We challenge assumptions. All so you can make the best decisions for your wealth and your family’s future.
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We choose to work only with families and individuals who value long-term relationships and integrity. If that sounds like you, we’d be proud to be your independent financial partner.
Advice you can trust. Guidance you can use.
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At The Wealth Coach, you get more than investment management. You get clear advice, straight talking, and coaching that helps you make confident decisions.
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And when specialist input is needed — tax, legal, trusts, or business planning — we connect you to a trusted network of experts we know and rate. You’ll never be left guessing or piecing it together alone.
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Our commitment is simple: you’ll always have the right information, at the right time, to make the right decisions for your wealth and your family.