SPECIALIST CLIENTS - ENTREPRENEURS

As professionals who may have more than one stream of income, you face different challenges. Thus your investments and wealth portfolio come under different stresses to those on fixed incomes. Whether you are an Inventor, IT Contractor, Owner Manager or a Specialist in your field, we at Odyssey Wealth have the right systems in place to allow us to evaluate and secure your financial stability and security.

In addition to this, we are able to further help by advising our Entrepreneurial clients on the best course of action when setting up a dynamic new venture. Not only do we bring on specialists to ensure the structure of the business is correct, but also ensure it helps facilitate current or future funding requirements and how best to plan for an exit strategy.

Testimonials

He is helpful, listens and understands my questions and concerns. He seeks out the best alternatives and is mindful of both potential benefits and ongoing costs to me. He acts promptly to secure the right product and is available for any queries.

Steve from Ilkeston

I can honestly say I cannot think of anything Mabs could or can do better in relation to how he manages me as a client. I completely trust Mabs and respect his financial knowledge, integrity and professionalism. So long as Mabs is a Financial Advisor he will have me as a client and I would not hesitate to recommend him to others.

Patrick from Bedfordshire
 

CALL US NOW   T: 03452 411102 T: 01908 380505

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You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. For more information on how we protect and deal with your personal information, please refer to our Privacy Notice. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

 

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers based in the UK. Odyssey Wealth Management Ltd, Registered Office: Home Ground Barn, Pury Hill Business Park, Alderton Road, Towcester, NN12 7LS. Registered in England number; 08756989

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