Wealth Management Service - Odyssey Wealth Management

Bespoke wealth management, to secure your future with clarity and confidence.

A Helping Hand Could Make You Richer

For anyone, from the young professional, to the new family or high net worth individuals, our comprehensive wealth management service encompasses all of your investment and planning needs. We carry out a comprehensive planning process to enable individual, strategic decision-making that will cover all you financial planning needs. We use market leading modelling software to enable us to test and benchmark different scenarios, taking the uncertainty out of the equation.

If this sounds like something that you would be interested in, please contact us where one of our experienced advisors can discuss how best to team up and help you plan your financial journey.

Planning your financial future can be complex, especially when you consider that it’s not just about investing money in a product: it’s about making sure your money is being invested effectively to maximise your options, such as maximising tax allowances and carrying forward unused allowances.

You are unique, and that is why we offer a bespoke investment and invaluable client review service.

We carry out a comprehensive planning process to enable you to make individual, strategic decision-making that addresses all your wealth management needs. By using market leading modelling software, we can test and benchmark different scenarios for you, taking the uncertainty out of the equation.

Service Level	Premier
Our Ongoing Fee	0.9%
Our Ongoing Fee	0.9% (For a fund of £100,000 you would be charged a fee of £900 pa.)
Access to your Adviser	Yes
Review Meetings	Bespoke
Portfolio Valuations	Bespoke
Portfolio Rebalancing	As Needed
Fund Review	As Needed
Retirement Income Forecasting	Yes
End of Year Tax Pack	Yes
Tax Advice	Yes
Cash management	Yes
Lifetime cash-flow planning*	Optional

*Minimum fee of £1,200 per annum applies.

Let us review your existing portfolio and make sure it is structured correctly and properly risk weighted in line with your expectations.

To book your initial consultation at our cost, fill in the callback form and we’ll be in touch.

* The Financial Conduct Authority does not regulate Tax advice

* Your capital is at risk. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investments should be considered over the longer term and should fit in with your overall attitude to risk and financial circumstances.

We are a charity that was looking to provide a pension. They were extremely helpful with this and has continued to monitor and provide assistance. We have recently changed provider of pension, a very smooth transition with their help.

Christine from Blackburn