Omnium Wealth Management Information

We make it our business to get to know you to learn what you truly value in life and what you wish to achieve. Only then can we work with you to build a tailored investment strategy that offers both the peace of mind to meet your objectives and the flexibility to adapt to unforeseen circumstances. • Highly qualified experts - our team of highly qualified experts will advise and guide you through all areas of personal investment planning, portfolio construction, property related investment, pensions, trusts and taxation. • A lifetime cash-flow projection – we get to know you and your needs by using proven cash-flow forecasting. This provides a projection of your income and expenditure throughout your lifetime to help you plan for the future and make informed decisions about your finances. • Close to hand - we can meet you close to your home in Surrey, in London, or wherever you prefer. The importance to us is on personal contact, as often or as little as you want, so you are regularly informed, and confident we’re making the right decisions for you. • Independent - as we are privately-owned and truly independent we have access to the whole of the investment market to find solutions that are right for you. • Generational planning - we also support the planning through each of your family’s generations, with discount fees for referring family members. In addition to your dedicated adviser, you will be supported by a technical and administration team who will have a detailed knowledge of your affairs and who will be available to you on the phone, by email, or via our online investment tools. Together, we are here to guide you through life’s financial journey.