Our approach
We don’t get bogged down in details but look at
what is actually important to you
Strategy begins with clarity and ends with peace of mind.
At Poundwise Financial Experts, we believe that real value arises when you look beyond the numbers. Not getting lost in details, but focusing on what really matters: your long-term goals, business ambitions, and personal wishes. Only then can we build a financial foundation that evolves with your life and your business.
Our services are built on continuity, trust, and strategic insight. We believe in long-term relationships with entrepreneurs, owner-directors, and families with wealth. Not one-off advice, but an honest partnership in which we guide you through every phase of your financial life.
Four steps to structure and certainty
- Insight
We begin with a personal, in-depth conversation. To advise you well about the future, it is important first to clarify where you stand today. That is why we map out both your business and personal situation in full: from wealth and legal structure to tax position. Together, we then explore your wishes and goals, both short and long term. It is an intensive conversation in which we keep asking questions until we fully understand your ideal future picture. - Analysis & advice
We compare your current position with your future ambitions. Where are the opportunities? Which risks deserve attention? We create a coherent analysis and translate it into strategic advice — tailor-made and aligned with your situation. - Implementation
From restructuring and wealth planning to optimizing your compensation structure or investment strategy, we guide all the next steps and make sure everything is arranged. Down to the last detail. - Monitoring & adjustment
Because life and business are constantly changing, we evaluate your financial situation annually. We advise proactively and adjust where necessary. This way, you always remain flexible and in control.
Poundwise Financial Experts
For entrepreneurs who think ahead and want to stay in control of their financial future.
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What our clients say
Mark Schoones & Tanja Terstappen
Wrote September 14, 2020
Poundwise assisted us during the purchase of our first house. Both Glenn and Chris were always there for us from start to finish. They were available, thorough and patient. At every moment we felt that we were in good hands. Very nice to take such big steps with such confidence. Absolute must; we look forward to a long cooperation.
Financial advice in 4 phases
Phase 1. Inventory
We’ll start with a personal conversation, where we’ll take stock of your current home, work, and personal situation. We’ll also talk to you and your partner about your medium and long-term goals for each of these areas.
Phase 2. Analysis & Advice
Our specialists will analyse that information and discuss it with you. We’ll look at which dreams are easy to realise, and also where the opportunities and challenges lie in meeting your life goals in the future.
Phase 3. Implementation
Based on our analysis, you’ll make choices about how to structure your finances in a way that gives you peace of mind. The Poundwise advisors will help you manage this step in the process.
Phase 4. Follow up and Management
At our annual meeting, we’ll go through everything again and see if we need to make any adjustments. After all, there’s nothing quite as changeable as a human life!
Do you want to know more?
Marc van der Vuurst
Director
