Inspire Wealth Ltd is a firm of independent wealth advisers with a special focus on wealth advice and planning.

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Our main focus involves Lifestyle Planning, Investment Planning and Tax Planning.

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Lifestyle Strategies

Are you financially independent? If not, why not? The only reason you are not is "Lifestyle" and the cost of this lifestyle.    

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Investment Strategies

We have a range of investment strategies to suit your risk appetite. Our investment approach is determined by our Investment Committee who meet regularly.
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Tax Planning Strategies

For advice and implementation of investments which relate to more complex tax planning strategies.

Our Advice Process underpins your wealth journey.

  • 1.

    Snapshot Meeting

    At this meeting we will meet with you and explain how we work and what we charge. We can get a brief understanding of your aims and goals and explain how we can help you.

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  • 2.

    Discovery Meeting

    At this meeting we will explore your finances and goals in greater detail and allow for a full understanding of what you are trying to achieve. We will also assess your current position, needs and objectives by completing a Fact-find.

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  • 3.

    Analysis & Research

    If appointed to undertake work on your behalf, we will begin our analysis and review work. In most cases there will be significant amount of work to do between the first meeting and the subsequent meeting(s) where we will present our recommendations.

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  • 4.

    Proposal Meeting

    At this meeting we will review and explain the financial planning reports we have prepared and the analysis we have carried out, along with terms, benefits, risks and costs. Where appropriate, propose a specific product provider and investment product consistent with your attitude to investment risk and objectives.

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  • 5.

    Implementation

    Should you instruct us to proceed with any of our proposals, we will act for you. We will assist you in completing an application and setting up or transferring a plan on your behalf. We will handle all fund and policy administration on your behalf. Throughout the term we will provide regular updates, keeping you informed of progress and ensure all your documents are issued in line with your expectations.

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  • 6.

    Ongoing Service Reviews

    Depending upon the options you choose, we will agree an appropriate level of service and frequency of review meetings to revisit your intended lifestyle and goals to keep them on track. Should your situation change or your intended lifestyle or goals need updating, you are always welcome to get in touch.

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