Welcome
Index Wealth Management takes care of the financial interests of a limited number of wealthy entrepreneurs, high earners and their families.
Understanding their unique needs and demands, we help them protect and grow their core capital, generate rising income when it's needed, and enjoy the lifestyles they want.
By restricting our service to those for whom we can truly add value, we develop lifetime relationships with our clients.
Our values of making things better, keeping them simple, being open and staying committed drive every aspect of what we do.
Working as fixed price, fee-only advisors, we are uniquely placed to provide truly objective advice.
Drawing on Nobel prize-winning investment strategies which reduce risk and increase return, we have privileged access to the best funds and minds of the financial world.
This can dramatically change the way our clients think about investing, and enable them to make smarter decisions about their money.
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Gambling on the X Factor
23 Jan 2012Those of us old enough to remember the heyday of building societies in the 70s and 80s, regarded them then as staid, solid homes for our savings and the first port of call if you… -
Survival of the Fittest?
09 Dec 2011Below is a diagram representing the “evolution” of financial advice. The flowchart above left represents the current situation for many of the clients of advisers. A… -
The Times They Aren’t A Changing
11 Nov 2011This note owes a debt to Legg Mason and a document it makes available on its US website. Time magazine is an iconic US publication with a US readership of 20 million and an… -
Index exceeds the reaches of international financial planning best practice
09 Nov 2011At Index, we are always looking for ways to test our systems and processes to ensure we are providing the best possible service to our clients. As well as being Chartered Financial…