Our Approach

Batey Wealth Consultancy exists to support both individuals and businesses to navigate wealth management and achieve their personal and professional wealth management goals.

1. I ensure that the complexities of wealth management are reduced, and make sure that you understand the process every step of the way.

2. I put the needs of our clients first. My approach is personalised for each client and work in an agile way to ensure that the strategy moves with your objectives.

3. I understand wealth management from both sides. My experience working with individuals as part of a wealth management structure means I appreciate the opportunities and challenges on each side.

Working With Individuals

As your independent trusted advisor, I am on hand to help you develop and agree your goals and objectives, alongside assisting you to engage and choose investment providers to meet those needs.

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Working with Businesses

I work collaboratively with companies to achieve a variety of business objectives including client retention and acquisition, and diversifying revenue streams. I have a particular focus on client relations, business development, and strategy.

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