The name Poundwise refers to our philosophy that instead of getting caught up in details, we should focus on what is truly important to you. Underscoring that for us, the emphasis lies on forging and maintaining an enduring relationship between you as our client, and us as your advisor.
Our approach is comprised of four stages, in which we build a solid mutual foundation. We start with a personal meeting in which we take stock of your current circumstances in terms of housing, work and personal situation. And we take time to talk with you and your partner about your wishes on the middle and the long term. Our specialists analyse this information, and discuss the results with you. We determine which wishes are relatively easy to realise, and also map out the opportunities and challenges that lie before you on the road to achieving your life wishes. You can make a number of choices based on this analysis to bring stability to your financial matters. The Poundwise advisors will ensure the proper effectuation of these choices. During our annual appointment we will run through your entire file and decide if any adjustments are necessary. Change is inevitable in any human life!