Off Piste Wealth

We're here to educate and empower people and business owners, through educational workshops and bespoke financial advice, giving clients access to the whole of the market place.

We have over 10 years now and have a very experienced paraplanning team supporting us with all the research and analytics that needs to be carried out in order to give the best advice possible.

We're here to help make investments more accessible, by also supporting people with their financial education in order to improve upon their overall financial well-being.

Our job is to ultimately help you make smarter decisions with your money. Our first priority is to truly understand your current life situation, along with your values and what your goals are for the future. I.e., what is most important to you and what journey are you currently on? We can then go about designing a comprehensive plan and investment strategy that is in In-tune with what’s most important to you, to achieve peace of mind and get you the best life possible.

To support people with their financial education, we also run regular breakfast meetings and online workshops around various topics. All of these can be found either at www.offpistewealth.com or via the finance breakfast club which can be accessed on Eventbrite (www.eventbrite.co.uk/e/the-finance-breakfast-club-tickets-117239467403).

We have a vast support function that is used to catering to all types of clients, including sole traders, small business owners all the way to complex corporate structures, young families, retirees, divorcees, sportsmen and women, as well as High Net Worth individuals. Our service is therefore made to measure - offering future-proofing solutions and even offer bespoke protection policies that are specifically tailored to the needs of your individual needs.

If you feel like you need some guidance and support on how best to manage your money, or invest your savings during these uncertain times, then we're here to help.

Any meeting with us - discovery or otherwise is free so why not get in touch.

Payment Options: Personal Checks, Financing, Invoice