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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First class service and we want to get better
21 Feb 2012Our mission is to help clients solve problems, create and preserve capital and achieve their desired lifestyle. Critical to that process is providing a consistently high level of… -
The world is changing – “Sony” to be expected
14 Feb 2012There is a You Tube video doing the rounds on the Internet presently (link below), which it is claimed was shown at the 2009 Sony shareholders meeting, which might well be true,… -
With a little help from our friends…
07 Feb 2012“When people ask me why I think the Beatles’ stuff has lasted, I’ve had to try to figure out my answer to that, and over the years I’ve realised. I now answer,… -
Where there’s a will…
31 Jan 2012Part of the watching brief we keep for clients is to keep up-to-date with the work of other professionals, so that we can advise appropriately. Speaking to a private client…