About Us
Inspire Wealth Ltd is a firm of Independent Wealth Advisers & Discretionary Fund Managers. Our main focus involves Lifestyle Planning, Investment Planning and Tax Planning.
Staff and Service Proposition
At the core of everything is our staff. The quality of the staff and the ethos of teamwork is fundamental to our approach. We have a series of dedicated teams and have regular meetings to keep all staff involved.
We offer full support to our clients and even though they will have investments which involve many different companies, we are the "one stop shop" to sorting paperwork, processing plans and making necessary changes.
We believe in honesty and keeping things easy to understand, while delivering our service as efficiently as possible. Our service and costs are explained upfront with no hidden costs or charges.
Threefold Focus
We focus on three strategies. Lifestyle Strategies, Investment Strategies and Tax Planning Strategies.
Our Lifestyle Strategies are based on a client's personal "desired lifestyle" and its cost, taking into consideration all client’s assets and plotting these into a cash flow, so providing an independent and holistic view in an understandable way.
Our Investment Strategies are based around five risk controlled portfolios of diversified investment funds. We aim to consistently outperform our benchmarks with tactical overweight and underweight allocations, while achieving this with a lower level of volatility. We have regular Investment Committee Meetings to discuss, manage and adjust.
Our Tax Planning Strategies are based on innovative solutions which take advantage of tax incentive type schemes. These schemes can offer other reliefs, but they need to be tried and tested and accepted by HMRC before we will recommend them.
Our Mission Statement
"We are committed to ‘inspire’ individuals, by providing innovative and proven strategies to help grow their personal and business wealth”.