360˚ Approach to Your Wealth

At The Route, we don’t cherry pick. We don’t provide you with some services and leave you floundering trying to source others. Club Membership provides you with a dedicated team who take a 360˚ view of your finances and an ongoing and proactive approach to managing them.

Your dedicated team’s first task is to work closely with you to establish precisely what your life goals are. Maybe you’re saving to buy that vineyard in France you’ve always dreamed of? Or perhaps you want to leave behind the stress of city life as soon as possible, but with enough cash on hand in the meantime to enjoy life to the full today?

Your team provides you with a central point of contact – your Relationship Manager – who will integrate you seamlessly through our specialist areas to make sure your financial house is in order. These focus on looking after your Future (investment, estate and protection solutions), your Income (sophisticated tax planning) and your Property (lending advice and investment opportunities).

To help you keep track of exactly how your situation is progressing, we provide you with performance analyses benchmarked against your goals in your Membership report. Then, based on this wealth map, we make the appropriate recommendations to keep you on target. Should your lifestyle, earnings or circumstances change, we will proactively advise on any tweaks needed.

To find out more, get in touch here, or call us on 0845 3678 300.