Arcturus Wealth Management

Arcturus Wealth Management, established in 2011, serves a diverse range of clients in London and across the South and South West. Arcturus' advisers have worked since 1987 in a variety of senior roles in the City and the financial services industry.

Arcturus' mission is simple: to help our clients reach their long term financial and personal goals, and to provide that priceless, intangible, financial 'peace of mind'.

Our advice 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.

Once a tax efficient, long term structure is in place, this is monitored to ensure suitability and tax-efficiency, whilst our focus and ongoing attention then returns to our clients' portfolios. Every investment plan, whether in a pension, ISA or general investment account, comes down to the same set of equations: managing risk, whilst ensuring that the long term engines of growth remain in place in sufficient quantity in accordance with the client's individual circumstances.

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.