Arcturus Wealth Management
This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path
MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience
Our approach is to concentrate on building excellent long term relationships with our clients. We get to know what your priorities are, where you want input, and where often you simply want us to 'get on with it'.
We listen intently, then go away to do research and think long and hard, then discuss, design, discuss further; once agreed, we put in place a tax efficient structure - a plan in other words - then atop the 'financial plan' sits a dedicated, flexible, 'investment plan'.
Your investment plan is unique to you: no 'off the shelf', or outsourced solutions at Arcturus. It is tailored to where you are, both today and looking forward as well, in terms of risk appetite, time horizon and many other considerations.
We encourage you to become familiar with some of the perennial investments that we think you will own for many years. Our aim is to have the bulk of your holdings in long term 'buy and hold' investments, but there will always be a flexible element, dictated by your preferences as well as by market conditions.
We are committed to ongoing, independent and rigorous research on companies, funds, economics & politics. It takes hard work, dedication, a consistent approach and an underlying set of beliefs. Without conviction, derived from own resources, it is all too easy to be ‘blown off course’.
Finally on our infamous frugality. Everything you have heard is true! We are absolute sticklers on squeezing out excess costs, until the proverbial 'pips' squeak. Opaque, excessive charges and fiddly, hard to understand fees, are the bane of the financial services industry.
The Arcturus aim is to deliver a lean and outstanding service at a fair price.
In the words of our clients:
“The quality of advice is crucial, and this is Arcturus’ greatest strength. Evidently great research and consideration goes into all advice. I am only too happy to speak to anyone about Arcturus’ abilities and strengths.”
“I’m happy to say outstanding in all regards. I think there should be a new category for "patience with time-constrained, non-responsive customers” - also outstanding!”
Our difference, in a nutshell:
- Experience (35 years) and perspective
- Results driven (investments)
- Pragmatic, incremental, open minded
- Major emphasis on sustainable investments
- Nimble, efficient, forward thinking on IT
- Highly competitive on fees
- Consistency, dedication to client outcomes
- Growth at a reasonable price investing "GARP'
- Outstanding network of advisers and collaborators
Boötes, 14, Cherry Orchard Gardens, West Molesey, Surrey, KT8 1QY
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Telephone
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Online (Live chat, video, email)
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Face to face
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