Private Clients

YOUR FINANCIAL WELLNESS PLAN

If you had a problem with your heart, you would seek advice from a Doctor. More specifically you would wish to consult with a specialist in that field, in the form of a Cardiologist. Ideally the "best of breed" of a heart specialist. It would be inappropriate to seek guidance from an Ophthalmologist, even though they hold a Doctorate.

Similarly, when seeking specific financial advice, it is impossible for one person to have all the answers. And because of this, each individual would not have a holistic overview of your combined objectives.

However, the Private Client team at Oxhouse Square, headed by Ellie Beattie and Justin Brownlee will consult with you. This removes the guesswork, the research and the time out for you trying to find the right adviser. We will liaise with our experts to ensure you get the right advice, from the right expert with joined up thinking.

5 GOOD REASONS TO HAVE A WRITTEN FINANCIAL WELLNESS PLAN

1. Financial Peace of Mind

Financially refreshed, a sense of pride in feeling fully prepared for whatever challenges the future holds. Endless lists and what if's are no longer an emotional burden. Oxhouse Square has untangled the web of needs (and wants) and the responsibility is now ours.

2. Understanding your Financial Status

Oxhouse Square will understand what is coming in and going out, what you are worth and what you owe, what your tax liabilities are and where you are exposed and what the risks could be. This knowledge creates a greater sense of control over your finances.

3. Control

Control over your finances as you become financially well organised, will provide renewed head space for clear thinking and prioritising that ‘to do’ list. It is now part of the overall Financial Wellness Plan . What can sometimes feel overwhelming and confusing, develops into a source of pride and motivation for change and advancement.

4. A Facilitator

We will invite you to talk things through, we’ll listens to you and help communicate more effectively about money. Whether it be with a spouse, family member or a Professional Expert implementing the financial advice that will aid your feeling of control.

5. Knowledge

A trusted source of knowledge and information around financial planning. We will help you to make the best use of your financial resources. We and our team of experts will take responsibility to manage the creation, presentation and implementation of a strategy that is driven by your objectives, needs and aspirations.