Ergowealth

Most financial advisers are focused on the sale of financial products. We are focused on you our client.

Before we have the right to talk to you about your money and what to do with it we need to get to know you properly.

We work in partnership with you putting your life at the centre of our conversation. We take time to understand you, your background, needs and objectives so that we can help you put your money to good use.

Once we know what the money is for we create a unique and highly personalised Financial Plan. We then strive to provide you with a better Return on Life and not just your Investments. Once implemented this plan is reviewed and reported on a regular basis.

We ensure our fees are explained thoroughly and agreed before we start any work. Our clients can also choose the basis on which we are paid, either on a “time spent” basis or project fee. Our fees will depend entirely on the complexity of your situation.

'Ergowealth’ is derived from the expression “cogito ergo sum” meaning “I think therefore I am”.

The Ergo symbol reinforces our commitment to analytical and insightful planning

Our core values and ethics:
To demonstrate personal and professional integrity based on honesty and trust.
To put clients at the centre of our proposition, acknowledging our duty of care and respecting client confidentiality.
To act with objectivity, impartiality and in the best interests of our clients at all times.
To avoid conflicts of interest and to disclose these to clients where they cannot be avoided. To maintain the skills, knowledge and expertise necessary to provide professional services competently and diligently.
To observe business practices that are fair, efficient and responsive to change.
To show openness and transparency