What we do
The Satis Wealth Management service is here to help you run your financial life, not just for the immediate future but for the long term. As such, the process is designed not just to address your current needs but to establish a long-term plan which will allow you to have full confidence in your financial future.
The Satis Wealth Management Service has three distinct stages which allow Satis to deliver this long-term plan to you:
Goals, Plans & Investments
There is little point in investing your wealth before you know what your goals are.
Our approach is to understand and define what your financial goals actually are. Only then can we develop a plan which will help you to achieve them. Once the plan has been agreed, we can identify the investment approach which is the best fit for achieving your goals. We will continue to review your goals, redefine your plan and revise your investments as necessary.
