Would You Benefit From Almus Wealth?

We are often asked who would be a suitable client and which set of personal circumstances are we best able to help with?  Although most of our clients are referred to us by key professional advisers - accountants, lawyers and investment managers – our clients are drawn from a diverse cross section.  Clients currently include entrepreneurs and business owners, young and established professionals, couples at the point of making crucial decisions such as at- or post-retirement planning, SME employers and the list goes on….  

If we don’t think you will benefit – or we feel that you are well-placed and have the time and skills to take control of your own finances - after our first meeting, we will tell you so and offer guidance for you to take simple steps to improve your financial position.  Even then we are keen that we are available in the future at which point you may need formal advice.