We provide consulting and advice to individuals and companies who require support for protecting, growing, and transitioning wealth. Our projects include capital events (business sales, inheritance), managed investment audits, oversight for trustees, and family financial planning. Our clients comprise of business owners, HNW individuals, family offices, entrepreneurs, and their professional advisers. We are truly independent. We review all asset classes from liquid managed investments, residential/commercial property, to start-up venture capital. We provide a focal point for our clients covering consolidated reporting, performance analysis, and ongoing oversight; ensuring all types of assets are managed efficiently.
| Website | http://methodam.com |
| Employees | 4 (4 on RocketReach) |
| Industry | Financial Services |
| Keywords | Wealth Management, Portfolio Management, Financial Strategies, Financial Planning, Financial Advisory, Investment Strategies, Investment Consulting, Wealth Preservation, Estate Planning, Legacy Planning, Trust Services, Asset Protection, Business Sales, Retirement Planning, Inheritance Planning, Tax Planning |
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Method Asset Management Questions
Jonnie Whittle is the Managing Director of Method Asset Management.
4 people are employed at Method Asset Management.
Method Asset Management is based in Wigan, England.
Top Method Asset Management Employees
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Jonnie Whittle
Managing Director at Method Asset Management
United Kingdom2 -
Simon Moore
COO at Method Asset Management
Standish, GB -
1
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