Sacks & Associates – How We Work
we have a refreshingly new style of conversation with our clients about their financial goals, both medium and long-term.
We form Long Standing Partnerships To Increase Personal Wealth
Firstly we have a no-obligation meeting where we get to know more about you and where you want to be. This also gives you a chance to find out more about us.
Once we start working together, we will create a plan that will give you the financial independence you seek. This happens over three stages where we research and analyse the investment options, presenting these back to you before implementing them.
Client Relationship Manager
Because we are a boutique advisory agency, you will have the advantage of working directly with Jonty and Mike Sacks, who will serve as your client relationship manager, will create your financial plan and deal with all your administrative requirements and be able to answer your general queries.
Transparent Fees
Our fee structure is completely transparent; there are no hidden costs, and you will never receive an unexpected bill from us. The initial ‘exploratory’ meeting is always at our expense. In other words you will be offered a free initial consultation. When we understand your requirements, we will usually be able to give you details of the fees that you would pay at the initial meeting.
Trusted Products & Services
We recommend only trusted financial products and services and it’s never a one-time fit-all scenario. As Independent Financial Advisers we source these from the whole of the market. We specialise in investment, retirement, and estate planning.
Providing Bespoke Wealth Solutions
