Expertise
- Financial Advice
- Holistic Financial Planning
- intergenerational planning
- Wealth Management
- Investment Planning
- Portfolio Management
- Retirement & Pension Planning
- Tax Efficient Investments
- Protection Insurance
- Insurance Advice
- Financial Education seminars
- Education
- Public Speaking
- Corporate Financial Planning
- Family Business Advice
Summary
At Boundstone Wealth Management,
we believe financial advice is about people and families,
who they are, what matters to them, the lives they aspire to live during work, in retirement and the legacies they desire to leave.
Our Guiding Principles
We are client fiduciaries.
Our mission is to further our clients' financial lives.
To help build, grow and protect their family's wealth.
To provide considered financial counsel, holistic advice and peace of mind.
Each one of us is different
So it follows that financial planning for our personal goals and aspirations will also need to be different. We take great care in getting to know our clients and their families and to remain engaged with them, so that our advice remains constantly relevant and adapts to our clients' goals throughout their changing lives.
Experience
-
Boundstone Wealth Management Ltd
Managing Director
- Current
Qualifications
Chartered Member 2020-21 : Chartered Institute for Securities and Investments
