Compass Wealth Management Consultants is one of the UK's leading Independent Financial Advisers and Investment Managers.
Compass has become one of the most successful Wealth Managers in the UK advising clients with invested assets in excess of £500 million. Compass is uniquely positioned to provide solutions to meet all the financial planning and wealth management requirements of individuals and businesses alike.
Using the latest technology, we accommodate the differing needs of clients by offering face-to-face financial planning and wealth management.
Compass is an organisation whose purpose is to help Private and Corporate clients understand, create, protect, and increase their assets.
Combining various types of investments, a diversified portfolio can produce significantly better returns than those associated with interest rates offered from banks or building societies.
Our investment service creates a number of Risk graded portfolios for either growth or income.
The integral component of any Wealth Management Proposition is how your investments are reviewed. Should you elect to use our model portfolio service we will monitor the progress of each investment we recommend and we provide a quarterly update detailing the performance of the portfolios and make recommendations to alter funds where we feel it to be necessary.
3 Greenwood Road, Llandaff, Cardiff, CF5 2QD
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