Managing Your Wealth

Gold, pensions, Mongolian yaks milk futures – everyone’s money is held in so many weird and wonderful places it’s sometimes difficult to keep track; let alone ensure that your money and assets are doing the most they can for you. That’s where we come in.

When you become a member of The Route - City Wealth Club, we conduct a full integration where we identify your assets, lifegoals and shortfalls, help you model your portfolio so that it works for you in conjunction with your future plans. Our holistic approach helps you plan towards your longer term goals, short term goals and your desired lifestyle.

Whether you want to leave your portfolio in the capable hands of a discretionary manager, or self trade your portfolio your own way, we will find the best arrangement to suit your goals and risk profile.

If you would like to hear more, please get in touch here, or call us on 0845 3678 300.