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Spentwell
Menschzentrierte Finanzplanung für Klarheit und inneren Frieden.
5
Business
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Menschzentrierte Finanzplanung für Klarheit und inneren Frieden.
Spentwell ist eine Finanzberatung mit Sitz in Edinburgh, die individuelle Beratung anbietet, um Privatpersonen und Familien dabei zu helfen, ihre finanziellen Ziele zu erreichen. Mit dem Ziel, Fachjargon zu entwirren und einen menschenzentrierten Ansatz zu verfolgen, arbeitet das Team unter der Leitung von Keith eng mit den Kunden zusammen, um ihre Beziehung zum Geld, ihr Ausgabeverhalten und ihre langfristigen Ziele zu verstehen. Zu den Dienstleistungen gehören finanzielle Überprüfungen, Ruhestandsplanung, Anlageberatung und Masterclasses, die alle darauf abzielen, Klarheit und Zuversicht zu schaffen. Spentwell wird für seinen unkomplizierten, respektvollen und professionellen Service hoch geschätzt und macht komplexe Finanzthemen zugänglich und umsetzbar.
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Gesamtbewertung
Collette Norval
We recently worked with Keith at Spentwell to review our finances and put a plan in place to help us achieve our financial goals. We loved the human-centric approach at Spentwell with Keith really taking the time to get to know us, our relationship with money, our spending habits and our goals for our financial future and the goals we have for our children. Keith always explained things clearly and outlined everything in detail from the outset. We feel much more confident in our savings and investing journey going forward and wouldn’t hesitate to recommend Spentwell to anyone looking to gain more clarity and peace of mind around their finances.
Mark Campbell
We had a fantastic experience working with Keith at Spentwell. I have put off getting financial advice for too long as every time I looked around I found it hard to relate to the marketing as many websites seemed to have an overly corporate image and appeared too stuffy and complicated. A chance meeting with Keith caused me to realise Spentwell was not like this at all! Keith's approach was very straightforward, cutting through all the jargon. He was keen to understand our goals, took time to research our best options and gave us a very clear plan to put everything into practice. All of this was done in a very friendly and respectful manner. I would highly recommend Spentwell if you're looking for financial advice.
Sigurd Watt
Keith is a real professional, he gave me some fantastic advice on financial planning and resources which I could access in order to learn more about this topic. He is very generous with his time/knowledge and genuinely wants the best for his clients. If you have any questions / are looking for help planning your financial future then do not hesitate to give Spentwell a call. Thanks very much !
David Wilcock
I would highly recommend the Spentwell Masterclass to anyone who is concerned about their retirement, wants to put a plan in place but doesn't know where to start. It is a subject that I had little knowledge about but Keith really cuts through the jargon and breaks it all down into its simple parts. I just wish I had signed up sooner. If you're thinking about it DON'T PUT IT OFF, this is really important stuff!!
Carol P
Having had markedly mediocre experiences with financial advisors in the past I sought Keith’s help for a review of my finances. Initially i was attracted to Spentwell by the promise of a jargon-free approach. The initial getting to-know-you session was enjoyable and enlightening, we agreed a one-off review was required. Keith then helped me to track down a mislaid pension, consolidate accounts, plan for retirement and navigate the Australian pension/tax system. I can’t quite express my relief for having gone through this process, and the reassurance that comes from having a solid plan. I felt listened to and understood, Keith was professional, quick to follow things up and tenacious in tracking things through. I have no hesitation in recomending Spentwell services to others, and indeed i already have.
Beanspruchen Sie Spentwell, um Informationen zu aktualisieren, auf Bewertungen zu antworten und auf Analysen zuzugreifen.
Eine persönliche Beratung, um Ihre aktuelle Finanzlage zu bewerten, Ziele zu identifizieren und einen maßgeschneiderten Plan für Ersparnisse, Investitionen und Ruhestand zu erstellen.
Fachkundige Beratung zur Rentenplanung, Rentenkonsolidierung und Strategien, um einen sicheren und komfortablen Ruhestand zu gewährleisten.
Klar verständliche, jargonfreie Beratung zum Aufbau und zur Verwaltung von Anlageportfolios, die auf Ihre finanziellen Ziele abgestimmt sind.
Bildungsworkshops, die komplexe Finanzthemen in einfache, umsetzbare Schritte für Anfänger und Fortgeschrittene zerlegen.
Unterstützung bei der Festlegung und Planung von kurz- und langfristigen finanziellen Zielen, einschließlich der Zukunft von Familie und Kindern.
Kontinuierliche Beratung und Nachbetreuung, um Pläne bei Bedarf anzupassen und Steuern oder Rentensysteme zu navigieren.
