Sapienter Wealth Management
Who takes care of the various issues that come up from day to day in arranging your financial affairs? Is this something you leave for the weekend, which then never quite gets started or done?
A triple aspect characterises Sapienter Wealth Management – independence, a high skill set and a high work ethic. - Independence because directly regulated by the Financial Conduct Authority and fully owned and managed; - A High Skill Set because of the international CFPCM licence and continuing study through the Chartered Institute of Taxation; and - A High Work Ethic with a fully open Schedule of Advice and transparency in handling affairs The transparency is aided by my use of a suite of Morningstar software which takes information provided by the investment administrators and independently measures investment performance.
Address: 1 Fetter Lane, London EC4A 1BR, United Kingdom
Phone: +44 203 356 9655
FAX:
