What our clients say
I feel that I made a wise decision when I chose Arcturus to be my financial adviser. They took full account of my personal circumstances and needs, both current and future and then applied their considerable expertise, knowledge and experience to identify the investment vehicle best suited to my situation. Each step of the way everything has been fully explained and discussed with absolutely no pressure and the whole exercise has been carried out carefully, conscientiously and courteously by an adviser who put me at my ease and whom I have no hesitation in recommending.
I look forward to a long and continuing relationship with Arcturus.
I cannot recommend Arcturus highly enough: their approach is thorough but tactful; wise and honest. Their knowledge of the investment world is based on many years of experience. We approached Arcturus to help us develop a long term investment plan with savings from my husband's pension. Our goal was to protect our capital and to keep it in line with inflation. What could have been a labyrinth of incomprehensible terms and bewildering relationships were made clear and digestible with DH's guidance. It helped us immeasurably when it came to making informed choices about where to invest the money. He brought an enthusiasm to his subject which became infectious - no mean feat when dealing with pensions and savings. He is an energetic, engaged, intelligent analyst of the markets with a great deal of experience to bring to his advice. He carries out thorough research and has a strong network. Those with whom we had contact in the companies he recommended spoke about him very highly indeed.
Arcturus Wealth Management have been my financial advisors since 2007. During this time they have provided excellent service and sound financial advice. They are very knowledgeable and provide regular reviews of customer investment requirements.
I have been with Arcturus Wealth Management since 2011 which speaks for itself. Excellent customer service with quick response to queries. Most importantly, I trust their advice which is always honest and in the best interests of the customer. I will continue to invest and grow my money with this top company!
Arcturus Wealth Management was established in 2011, and serves a diverse group of clients across the South and South West of the country. Arcturus' advisers have worked in a variety of senior roles within the financial services industry over the last 35 years.
Arcturus' mission is simple: to help our clients reach their long term financial and personal goals, and to provide them with financial 'peace of mind'.
Our advice to individuals and families covers a broad spectrum, with an emphasis on pensions and retirement planning, strategic investment planning, and estate and inheritance planning. In addition, we're fortunate in being able to draw upon the financial planning, pension and compliance expertise of colleagues at Arcturus' affiliate firm, Priscum Limited.
We divide our services into two core areas:
A. Financial Planning: a financial plan is a living document and may be complex or relatively simple, depending upon the client's circumstances. We strive to ensure that our clients feel ownership of their plan. Our role is as facilitator and adviser to this process.
B. Strategic Investment Planning: we refer to this as 'strategic' to stress the long term nature of investing. At the heart of our advice is a conservative, value investment style built on decades of experience. We believe this offers the best way, over time, to maximise investment results.