Financial planning is the process of taking control of your finances and then making your money work for you. If you do not plan, the chances are that you will not make the most of your money. But planning is much easier if you undertake the process with the help of a skilled advisor who is well used to helping people to define their aims and work out how best to achieve them.
The main stages of the financial planning process are:
Sax Coburg’s Wealth Management team is committed to providing the highest quality investment and technical financial planning advice to personal, corporate and trust clients.
Providing a bespoke financial planning service requires complete understanding of our clients’ financial position and their objectives for the future. We recognise that each individual’s needs are unique. Our consultation process ensures that we gain a full understanding of their requirements before providing any advice.
We start by listening to you. This helps us to determine your perspective on wealth, your investment goals and appetite for risk. Using this information, we can develop a carefully considered investment plan and advise you on potential opportunities. Thorough portfolio monitoring paired with regular reviews ensure that your investment activities are always in line with your current circumstances. Our experienced team can create a fully personalized and innovative solution that works best for you.
By partnering with us, you can benefit from the breadth of our advisory capabilities.
It’s wise to look ahead and take steps to protect your family wealth – whether through Trusts, Offshore Financial structures, Inheritance tax planning or efficient Estate administration. As professional advisers, we know that personal and family interests often overlap. From a personal perspective, our clients want to protect their family wealth and often have business interests they also wish to pursue. Planning ahead is a way to ensure effective management of your assets. We can help our clients protect the interests of those they love and whom they wish to benefit from their estate, as well as ensure they are able to protect the issues they care about.
7 Bell Yard, London WC2A 2JR,
+44 (0) 2071935746
We are currently looking for partners in Latin America. We are client focused and are looking for partners who can add real value.
The Partnership is designed for longevity and continuity. Partners work with clients to create financial and investment plans and solutions.
You retain control of your business and retain your brand name – after all, it’s your expertise and relationships with clients that have made your business the success it is today.
We are looking for people who are passionate about what they do and who demonstrate integrity in their approach.
Sax Coburg can provide our partners with the tools to not only set it apart from its competition, but also access to a much wider range of products and services to enable them to better serve the needs of the clients. Sax Coburg will give you access to some of the world’s leading Fund Managers and more much more!
Our vision as a firm focuses on helping others achieve financial goals, as well as understanding of each client’s unique purpose, mission and values. We strive to empower clients by offering education, tools and resources aimed at facilitating clear communication and bringing definition to their ambitions and objectives. Each client has different ideas about what makes life great. We take the burden out of managing the financial details so clients can enjoy life’s journey and live out their unique purpose. We strive to be a force of calm, a navigator in the face of anxiety and uncertainty that all too often accompany financial success.