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Spentwell
Planification financière centrée sur l'humain pour plus de clarté et de tranquillité d'esprit.
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Business
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Planification financière centrée sur l'humain pour plus de clarté et de tranquillité d'esprit.
Spentwell est une société de conseil financier basée à Édimbourg, offrant des conseils personnalisés pour aider les particuliers et les familles à atteindre leurs objectifs financiers. Avec pour objectif de démêler le jargon et d'adopter une approche centrée sur l'humain, l'équipe dirigée par Keith travaille en étroite collaboration avec les clients pour comprendre leur relation à l'argent, leurs habitudes de dépense et leurs aspirations à long terme. Les services incluent des revues financières, la planification de la retraite, des conseils en investissement et des masterclasses, tous conçus pour apporter clarté et confiance. Spentwell est très apprécié pour son service direct, respectueux et professionnel, qui rend les sujets financiers complexes accessibles et actionnables.
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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.
Revendiquez Spentwell pour mettre à jour les informations, répondre aux avis et accéder aux statistiques.
Une session individuelle pour évaluer vos finances actuelles, identifier vos objectifs et créer un plan personnalisé pour l'épargne, l'investissement et la retraite.
Conseils d'expert sur le suivi des régimes de retraite, la consolidation et des stratégies pour garantir une retraite sûre et confortable.
Des conseils clairs et sans jargon sur la création et la gestion de portefeuilles d'investissement alignés sur vos objectifs financiers.
Des ateliers éducatifs qui décomposent des sujets financiers complexes en étapes simples et concrètes pour les débutants et au-delà.
Aide à définir et planifier des objectifs financiers à court et à long terme, y compris l'avenir de la famille et des enfants.
Des conseils continus et des services de suivi pour ajuster les plans selon les besoins et naviguer dans les systèmes fiscaux ou de retraite.
