About Us
Integrity. Service. Value. Quality. Rather than give you our view of these criteria, we prefer you offer us yours. No one knows the demands of your financial life as well as you. The Sudden Wealthflow programme centres its uncompromising focus on offering standards of service that surpass your expectations.
You will receive complete confidentiality, objective, high-quality independent advice and uncompromising integrity.
In addition, the Sudden Wealthflow programme gives you prompt response to your concerns and questions, 24/7 access, alignment of your investments with your desired lifestyle, and most importantly your needs anticipated without having to ask.
All of our independent investment recommendations are based on “multi-asset-class investing” which has over 30 years of proven performance. We implement investment strategies that emphasise asset allocation and minimum trading; this does not involve speculating with individual shares. The result is a portfolio that aims for a solid long-term rate of return whilst minimising expenses and taxes.
New Client Welcome Pack
To understand your needs, we must understand you. This goes far beyond investment management and into the realm of your most important values, relationships and lifelong objectives.
Before we can present you with a detailed road map that will maximise the probability of achieving everything that is important in your financial life, we ask that you complete the following documents:
The Wealthflow Consultative Process [48k]
Investor Principles [489k]
Your Life Transitions Profile [60k]
Your Life Intentions [85k]
Your Current Financial Status [290k]
Your Regular Expenditure [196k]
'Sudden Wealthflow' is a trading style of Wealthflow LLP which is authorised
and regulated by the Financial Services Authority.
Registered
in Scotland No. SO301110, registered office, 15 Atholl
Crescent Edinburgh EH3 8HA.
The Financial Services Authority does
not regulate tax advice.
Administration Centre
Wealthflow LLP
Abbey House
83 Princes Street
Edinburgh EH2 2ER
Tel: 0131 247 6745
Email: enquiries@wealthflow.com
Strategic Asset Allocation
