Title

How we work

People talk about their experience of learning personal wealth management skills

Clients talk about their Private Briefing experiences


Wealth management articles

from our previous columns with Bloomberg Money and Money Observer






Optimising your portfolio and pensions

Strategies for investments during the long recession to come more

Achieving the independent lifestyle

Making your house pay - tactics in holiday and long let of part of the home more

UK annual accounts - how to reduce your auditor's costs to Nil more

Moving pensions abroad - the decision matrix more

Is a place in the sun/snow now worth buying? more

Work in the UK, live in the sun - the lifestyle choices more

Starting a business - market research to save 5 years effort more

Legacy

Becoming self-sufficent in household energy - the cost/benefit analyses more

What the next generations need - legacies that work more

Our Private Client Service

Independence Wealth Management provides a wealth management service for European and American individuals and trusts in association with the private bank of your choice.

However much money you have, we treat you as a 'high net worth' individual.

Every client has tailored advice designed to best achieve their preferred lifestyle: our service is quick and effective.

There is appearing a clear conflict in doctrines - those that believe the share markets will recover, and those that don't. Rob Noble-Warren is interviewed with 10 questions about why people need to be clear about their investment doctrines, and what they imply.

Read the article here (needs Adobe Acrobat)

Impartiality

We take no introductory fees, nor do we accept commission from any source.

what our clients said, just after the crash

more about our introductory service

Personal wealth management course

Buy the course to learn the wealth management skills you need for your portfolio and pensions now. Everything you need to understand what has happened in the share markets in October 2008, what it means and where to invest now.

Read the first 15 pages here


meetings held at virtual offices in london | paris | denver | brussels | other locations