Working with Individuals
I understand that time is precious, and I want to ensure your time is spent doing the things that really matter to you. Batey Wealth Consultancy exists to help you navigate complexities of wealth management and reach your objectives.
I act independently to help you develop and agree your objectives, alongside assisting you to engage and choose investment providers to meet those needs.
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Together, we begin with an initial consultation to understand your situation, goals, objectives, and risk tolerance. Based on this information, I engage with investment providers and ultimately help filter and select the company or companies that best meets your requirements based on the illustrations they provide. I also take into account broader needs such as succession planning; I can use my extensive network to facilitate discussions as needed.
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For clients interested in ongoing support, I assist with monitoring the performance of investment providers. This includes organising and attending regular reviews to ensure performance and fees continue to be in line with their competitors.