Poundwise was established in 1999, built on the vision of Marc van der Vuurst that financial planning consists of much more than a collection of financial products. For his extensive personal consultations with his clients, he introduced the term Financial Coaching. The underlying philosophy is that genuine and clear-cut client advice is impossible without knowing what truly drives your client.
And so, financial advice is always comprehensive advice. A meeting with your financial advisor may be instigated by business or by personal circumstances. Examples include establishing a company, marriage, or buying or selling a home. Every aspect is interrelated. Which is why our advisors always take every relevant element into thorough consideration. They share their findings with you, as an individual, so that you can make deliberate and carefully weighed decisions.