Our approach
From insight to peace of mind, built on a lasting relationship
The name Poundwise stands for more than smart choices. It reflects our vision to look beyond the details and focus on what really matters. Your wishes, ambitions, and life goals are our starting point. Not one-off advice, but a lasting relationship in which we build your financial peace of mind and future together.
Our approach consists of four carefully considered phases:
- Introduction and assessment
We begin with a personal conversation. In this meeting, we map out your living, working, and personal situation, while also exploring your medium- and long-term ambitions. - Analysis and scenarios
Based on this information, we create a clear analysis. We check our findings with you and highlight which goals are immediately achievable and where we need to steer strategically together. - Choices and implementation
You make well-considered choices, and we ensure precise and efficient execution. Everything is aimed at clarity, control, and peace of mind in your financial situation. - Monitoring and adjustment
During regular contact moments, we evaluate your situation. We identify changes and adjust where necessary, because life changes and your financial strategy must adapt.
Our approach is personal, proactive, and transparent. This creates a long-term partnership in which you can count on strategic advice and complete peace of mind.
Read here; “General Terms and Conditions for financial service providers“.
Read here; “Privacy policy“.
Poundwise Financial Experts
For people who want to navigate their financial course with confidence.
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
