"Wealth consists not in having great possessions, but in having few wants"
Epictetus
Molveno Wealth Planning is a modern independent financial advice firm based in the West Midlands.
We help you take control of your financial future.
Who can we help?
Professionals.
Wanting to make meaningful financial decisions to improve their future.
What questions can we answer?
What can holistic financial planning give you?
Freedom.
Forecasting your financial future can give you the freedom to make life changing decisions free from the fear of regret.
Peace of Mind.
Knowing that various scenarios are planned for can give you and your family valuable reassurance and help you deal with uncertainty.
Clarity.
Personal finance is complex and mistakes can be impactful. Entrusting an unbiased expert who sees the big picture can simplify things for you and remove stress.
Happiness.
We will empower you to use your money as an engine for true happiness. Money itself only accounts for a tiny fraction of what makes people happy.
What we will do.
Put a dynamic plan in place.
We create a personalised Molveno Life Plan for every client. This plots your future and compliments our advice.
Make sure it makes sense.
We will only give you advice that is right for you, that you can understand, and is advice that backs up your plan.
Consider the whole family.
We advise people and families, not pots of money. We will always engage with both halves of a couple.
What we won't do.
Set you up and leave you to it.
We adapt your plan as things change. Ongoing planning is far more important than the initial plan.
Forget about living for today.
We want you to live the life you want to live while planning for a better future. Life is too short.
Only work with 'rich' people.
Unlike most financial advisers, we don't require you to have a certain value of assets before we will help you.
Our process.
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Discovery.
Getting to know you and you getting to know us. During this stage we will talk through your circumstances, your priorities, your concerns and of course, your 'wants'. This stage is and always will be completely free.
Creation.
Fully reviewing your existing finances, putting together recommendations for you and building your Molveno Life Plan which always includes a comprehensive cashflow forecast that models your financial future.
Implementation.
Once you're happy with the plan, we put the plan into action. This stage may involve setting up new investments or pensions, or transferring your existing arrangements. It could also include setting up certain insurances.
Evolution.
Reviewing your finances regularly, managing your investments and evolving your plan over time as things change. Providing ongoing advice and coaching to help you stay on track. Enabling and empowering you to do what you want to do, when you want to do it, and without the fear of regret.
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Get in Touch.
If you would like to leave us a message with your details, please do so and we will get back to you shortly.
