A straightforward, powerful and transparent service designed to provide everything you need to achieve your financial goals.

Combining online access with one-to-one financial planning and expert investment advice from one of the UK’s leading wealth managers, WealthFocus is the flexible way to plan for your future.

It’s exactly the service you’ve been looking for – nothing more, nothing less.

EXPERT

One-to-one financial planning
Unparalleled global investment expertise
Investment advice from one of the UK’s leading wealth managers

SIMPLE

Straightforward investment service
Your goals and ambitions are always where we start
So you get everything you need, and nothing that you don’t

TRANSPARENT

Focused advice, so you have the clarity you need
Know what you’re paying at every step with clear and competitive costs
A complete picture of your portfolio available online, 24/7

ONLINE

Anytime access
All your financial planning affairs in one place
Keep track of your portfolio when and how suits you

WHAT TO EXPECT

An initial meeting to discuss your future plans, helping us to define your goals and understand your attitude to risk
We’ll build you a personal financial plan and investment strategy to help you meet your goals
24/7 access to your online account with full transparency of your portfolio
Annual review of your goals and investment strategy by your financial planner
Additional meetings on request by phone, videoconference or face-to-face, to help you to deal with life’s little surprises

Find out about Portfolio Management

Contact us

If you'd like to know more, please get in touch:

Simon Jackson

Telephone:

01962 856290

simon.jackson@cazenovecapital.com

Rosie Sommerville