Chris Young - XV Wealth

The most successful people in any field, whether it is in business or in sport, never achieved their greatness entirely alone. 

Successful people always have a team of experts supporting them, coaching them and helping to guide them, every step of the way.

As truly INDEPENDENT Financial Advisers, we are here to support our clients on their journey to their own financial success.

Whether it is retirement planning, investment strategies, tax optimisation or estate planning, and at whatever point in life you may be, whether you are retired, approaching retirement, selling your business, divorcing, or early in your career and family journey, we can help.
 
How we work:

We have a NO COST, NO OBLIGATION process which involves:

1. An initial 15 minute telephone conversation to obtain a brief background of your circumstances, and to see if we are a good fit for each other. This is followed by:

2. A 90 minute meeting where we discuss your existing arrangements, your worries and your goals in more detail.

3. We then take this information away and use it to build you a bespoke, tailored financial plan which we will present to you and demonstrate how it can help you realise your goals.