Arcturus Wealth Management was established in 2011, and serves a diverse group of clients in London and across the South and South West. Arcturus' advisers have worked in a wide variety of senior roles within the financial services industry over the last 35 years.
The firm's mission is simple: to help you reach your long term financial and personal goals, and to provide you 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.
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.
427 Fulham Road, Greater London, London, SW10 9TX
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