Tailored Solutions To Meet Your Specific Needs
How We Work With You
We aim to meet the demands of today’s clients with our commitment to offering a personalised approach, where your individual wealth requirements are our primary concern. Being able to integrate our wealth planning expertise with our high-calibre institutional experience ensures Tradenomic Financial can provide the sophisticated service for your needs. Our comprehensive wealth management services cater to clients at every life stage, from those starting out to seasoned investors.
How Can We Help You?
If you find yourself uncertain about your current financial position and where to start, here are the most popular aims for clients.
I’d like to
Start investing
Embarking on your investment journey is an exciting step towards building a stronger financial future. We understand the nuances of investing and can help you navigate the complexities of the market. We assess your financial goals, risk tolerance and time horizon to develop a personalised investment strategy that aligns with your objectives. With our guidance, you can make informed decisions, capitalise on opportunities and begin your wealth building journey with confidence. Start investing with us and unlock the potential for financial growth.
Protect my wealth
Protecting your wealth is paramount in ensuring a secure financial future. We understand the importance of safeguarding your hard earned assets. We will develop risk management strategies designed to shield your wealth from potential threats. Whether it’s protecting against market volatility, implementing insurance solutions or planning for estate preservation, we provide personalised guidance.
Grow my wealth
Growing your wealth is a key objective in achieving financial success and we are dedicated to helping you realise that goal. We understand the intricacies of wealth accumulation and offer tailored strategies to maximise your investment potential. We conduct thorough analysis, develop personalised plans of opportunities and optimise your returns over the time horizon.
Plan for my family’s future
Planning your family’s future is an essential step in ensuring their financial security and well-being. We recognise the importance of creating a comprehensive plan that addresses the unique needs and aspirations of your family. We will understand your goals, whether it’s funding your children’s education, securing a comfortable retirement or passing on a legacy. We develop a roadmap of solutions that provides peace of mind and allow your family to thrive and flourish in the years to come.
I’m looking for
Help managing my investments
Managing investments can be a complex and time consuming task. Having professional assistance can make a significant difference. We will be able to discuss each and every investment with you, allowing the decision making process to become easier. You will gain clarity on where you are and whether your motivations are in line with what your expectations are from the investments. We will also assess if the investments fit your risk profile, time horizon and the current market conditions.
Tax efficient Investing
We understand the impact of maximising tax efficient methods to growing your investments in order to achieve your goals earlier. We employ sophisticated tax planning strategies and tax efficient investment vehicles. We will consider your tax implications and leverage available tax benefits to enhance your investment outcomes.
Help with my pensions
Whether you’re just starting to save for retirement or nearing your pension age, we can help you make informed decisions regarding contributions, investment options and pension withdrawal strategies. We will help you to optimise your pension benefits, ensure a comfortable retirement and have confidence in your financial future.
Help starting out
Starting out on your financial journey can be both exciting and overwhelming, but you don’t have to navigate it alone. We help you make smart financial decisions from the beginning, whether it’s managing income, budgeting or setting financial goals. We implement a solid foundation for your financial future and set the path to long term financial success.
Want To Start From The Beginning?
Embarking on your financial journey from the beginning is an opportunity to lay a solid foundation for future success. By starting with a clear vision, setting goals and making informed financial decisions, you can pave the way for a prosperous and secure financial future. Choose one of the five options that best fits your objective and lets begin.
Create a Financial Plan
Manage everyday finances
Save & build for retirement
Make investment decisions
Protect what's important
How It Works
Selecting the right services from our diverse range of offerings is a straight forward process designed to meet your specific needs and goals. Here’s a guide on how to choose the services that are right for you:
Step 1: define the services that are important to you
Browse the list of services to gain an understanding of what aligns with your needs and which ones resonate with your financial objectives.
step 2: schedule a free consultation
During our meeting, we will get to understand your circumstances, goals and answer your questions. You will be able understand how we can add value to you and whether we are both the right fit for each other in terms of building a working relationship.
step 3: receive personalised recommendations
We will consider your goals, risk tolerance and time horizon to name a few things we look at, when building you a draft financial plan that meets your requirements.
step 4: make an informed decision
We present a range of strategies and solutions in a concise presentation. Once agreed, we begin implementation of the strategy with on-going reviews.
What We Do for You
With a comprehensive range of offerings, we provide expert guidance and solutions across various areas of financial management. You can count on us to be your trusted partner in achieving financial success and securing a brighter future.
Investment Advice & Investment Planning
In-depth knowledge of financial markets and employ a strategic approach to guide your investment decisions with bespoke investment portfolios.
Investment Management
Combine expertise and strategy to optimise your investment portfolio by analysing market trends, assess risk profiles and implement tailored solutions to achieve your financial objective.
Sustainable Investing
Align your financial objectives with your principles. We provide you with the opportunities that promote sustainability and responsible practices.
Tax Planning
Strategic approach to minimise your tax liabilities while maximising your financial outcome. We leverage tax-efficient strategies to help you optimise your tax position and retain more of your money.
Pension Advice & Retirement Planning
Ensure you make informed decisions to secure a comfortable and financially stable retirement. We help build the foundations for your future so you can enjoy the retirement lifestyle you desire.
Inheritance (IHT) Tax Planning
Structure your assets and implement effective planning techniques, ensuring that your loved ones receive the maximum benefit from your estate while reducing the tax burden.
Estate Planning
Develop a comprehensive strategy to manage and distribute your assets according to your wishes. Using diverse planning techniques to facilitate a smooth transfer of assets.
Trust
Trusts offer flexibility, control and tax benefits. This makes them valuable tools for wealth preservation and avoids the probate process. Allowing beneficiaries to access assets more quickly and with greater privacy.
Wills, Probate & Power of Attorney
These are crucial legal documents to help protect your interests, ensure your wishes are carried out and the right person makes the financial and health decisions on your behalf if you are unable to.
Intergenerational Planning
Ensure a lasting legacy for future generations by preserving and enhancing assets while instilling financial responsibility for generations to come.
Financial Protection
Develop strategies to build a safety-net for your financial wellbeing against unexpected events to ensure you have security and peace of mind.
Business & Corporate Services
Optimise your business operations and develop succession plans. Your business will benefit from efficiency, improved retention and long term success.
Later Life Care & Planning
Prepare your financials, healthcare and living arrangements as you age, to maintain a comfortable lifestyle in your later years.
School & University Fee Planning
Plan to achieve a quality education for your children and eliminate the financial stress involved.
Child's Future Fund
Give your child or grandchild the right start and help build a brighter future for them in a tax-efficient way for both you and the child.
Mortgages & Equity Release
Helping first-time and buy-to-let buyers to purchase property while enabling homeowners to re-mortgage or release equity built up in their property.
Specialist Banking & Cash Management
Access to a single platform of 50+ banks and 200+ deposit accounts to achieve highest the interest available at the click of a button.
Currency Exchange Services
Exchange currency with live market rates and no transfer fee. Secure the best rate with up to a 2-year forward contract.
AFFORDABLE EXCELLENCE
Accessible Financial Guidance for All
- Transparent and Competitive Fees
- Institutional-Based Expertise
- Building Long Term Relationships
- We Guarantee the Suitability of Advice
Expertise
Knowledge You Can Depend On
We possess institutional-based knowledge to take you to a sophisticated level with informed recommendations, guide you through complex financial decisions and help you navigate changing economic conditions with confidence. Our guidance is objective and we provides emotional support during challenging times and market conditions.
Official
Regulated for Peace
of Mind
We understand the importance of security and peace of mind when it comes to your financial affairs. We are regulated by the Financial Conduct Authority (FCA), adhering to strict industry standards and regulations. We are committed to regulatory compliance and value integrity, transparency and accountability, providing you with the confidence and assurance that your financial interests are protected. With us, you can trust that your financial well-being is in capable and trustworthy hands.
Trusted
Satisfaction Guaranteed
Your satisfaction is our top priority. We are proud to have been selected to partner with one of the largest wealth management companies in the UK, St. James’s Place to offer a distinctive proposition. Your trust and satisfaction are paramount to us, and we strive to build long-lasting relationships.
F.A.Q.
Common Questions
Why should I seek financial advisory services?
Financial advisory services provide expert guidance and strategic planning to help you make informed financial decisions, optimise your investments and work towards your long-term goals. By partnering with a financial adviser, you can benefit from their knowledge, experience and objective insights, ultimately enhancing your financial well-being.
How do financial advisers charge for their services?
We are Fee-Only and charge fees based on a percentage of assets under management. This ensures we are working in favour of the client and the performance of their funds. The specific fee structure will be discussed and agreed upon during the initial consultation, ensuring transparency and clarity regarding the costs involved.
How can a financial adviser help me during market downturns?
During market downturns, a financial adviser adds great value and support. Statistics show most investors who do not seek advice underperform due to behavioural biases. We can help you stay calm, assess the situation objectively and avoid impulsive decisions. By working together, we can develop a strategy to navigate the volatility, potentially take advantage of investment opportunities and ensure your portfolio is aligned with your long-term goals.
What information or documents should I gather before speaking with a financial adviser?
Before your consultation, it can be helpful to gather certain information and documents to provide a comprehensive overview of your financial situation. Consider bringing recent bank statements, investment account statements, retirement account statements, tax returns, insurance policies and any relevant legal documents such as wills or trusts. Additionally, be prepared to discuss your financial goals, risk tolerance and any specific concerns or questions you may have. This will enable us to better understand your needs and provide tailored guidance during our meeting.
Is financial advisory only for individuals with significant wealth?
No, financial advisory services are beneficial for individuals at various stages of their financial journey. As we are a Fee-Only service, you will only pay a percentage of the investments under management. Whether you’re just starting out, accumulating wealth, or planning for retirement, a financial adviser can assist you in making smart financial choices and maximising your financial potential. Our guidance can be valuable regardless of the size of your assets or income.
How often should I meet with my financial adviser?
The frequency of meetings with your financial adviser depends on your specific needs and circumstances. Initially, meetings may be more frequent to establish goals, develop a financial plan and review progress. Over time, meetings may occur annually or as needed for updates, portfolio reviews, or to address any changes in your financial situation or objectives. We ensure open communication all year round and provide educational content to ensure that you are well-informed to be able to provide ongoing support tailored to your evolving needs.
How do I get started with your financial advisory services?
Getting started is easy. Simply reach out to us through our contact information or book a free discovery consultation. During the consultation, we will discuss your financial objectives, explain our services and answer any questions you may have. From there, we can determine what value we can add to you, whether we both want to move forward and develop a working relationship to building your financial plan.
What differentiates you from other financial advisory providers?
At our core, we are committed to a distinctive approach that merges automation and technology with personalised service, aiming to redefine the industry. This integration ensures the best possible outcome for you. Additionally, we employ institutional-level methodologies to create a sophisticated financial plan utilising advanced strategies. But it doesn’t stop there. We believe in ongoing performance and accountability, which is why we utilise cash flow modelling and goals-based analysis to continuously monitor and enhance your financial plan. To further empower you, we offer behavioural coaching methods, educational content, and live market updates to foster an informed and peak-performing money mindset in our clients. And because we understand the importance of creating memorable moments, we provide access to a lifestyle concierge service, enabling you to fully enjoy those special occasions.
What our clients say
As a business owner, I needed a financial adviser who could help me navigate the intricacies of managing my finances while growing my business. Tradenomic Financial exceeded my expectations. Their team understood the unique challenges I faced and provided tailored solutions to optimise my financial strategies. Thanks to their expertise, I feel more in control of my financial future.
I'm so thankful for the financial help I got from Gavin and his team at Tradenomic Financial. He really knows his stuff and gave me personalised advice that made a big difference in helping me structure my finances. With his support, I feel better informed and confident in my investment choice. I highly recommend Gavin for reliable and expert financial guidance.
I'm so grateful to Tradenomic Financial as I start my financial journey. As a young woman and focused on building my career, I needed guidance on saving and planning for the future. The team provided invaluable advice and I now feel secure with a financial plan in place. They are truly understanding and provided recommendations to things I would not have thought about. Thank you so much for a wonderful experience and I look forward to our next meeting.
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Let us take the mystery out of finanical planning so you can focus on what matters.