Colum Wilde CFP
Wealth Management Adviser
I deliver comprehensive financial advice to high net worth private clients. I do this using a detailed and robust process which aims to reduce subjectivity in my advice process – a service proposition which my clients expect, deserve and receive.
I do for my clients what they would do for themselves if they had the time, inclination and experience, in order to achieve financial peace of mind. That involves not only a comprehensive initial fact find and implementation of such but, just as importantly, I utilise a robust process that monitors their investment funds monthly. If a fund falls below a threshold agreed with the client, then they are informed and advised to sell that fund and move to a better performing fund. In a month when all funds are at least meeting if not exceeding the thresholds, clients are informed that no switch is needed – giving them reassurance that their money is being looked after – every single month. Please see cleveradviser.com.
I have no freedom to do what I like as I have a two year old daughter and our lives revolve around her. If she is happy then so am I. It’s great being a dad!