What We Do
At London Wall Partners, we provide advice on all aspects of our clients’ personal financial situation, and take responsibility for the work that is involved in implementing and monitoring that advice in a proactive and timely manner.
To achieve this we must first take some time to listen to you and understand your objectives. We must establish the totality of your current financial situation, including the charges you are currently incurring and provide recommendations and rationale in the context of your appetite for risk and liquidity needs. If you agree with our recommendations, we help you to implement them by preparing the documentation and acting as an intermediary with any third party providers as appropriate.
Once the recommendations have been implemented, we must monitor and evaluate performance and report regularly. This process continues on an ongoing basis to take account of the dynamism of life and markets.
Our advice and assistance broadly consists of five areas: