Registered Independant Financial Advisors

Specialist Clients and Entrepeneurs

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.

I am very comfortable with the service and the way my finances have been set up.

Richard from Hemel Hempstead

Contact us or request a callback to discuss your requirements

Investment

Use our expertise to help you benefit from a better designed investment solution

Protection

Let us review and arrange the right protection for you and your family

Mortgage

Let us take the hassle and complication out of arranging the right mortgage for you

Retirement

About to retire or still saving, let us ensure you are on the right track

Estate Planning

Careful estate planning is necessary to protect your estate and assets for your children

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