Many financial services focus on just one element of your financial life, such as accounting, or loans, insurance or investing.
While each of these individual jigsaw pieces are extremely important, we believe it’s essential to view them as part of a much larger, interconnected puzzle that isn’t solely about numbers. In our eyes, any financial plan should be specifically tailored to you and your family’s goals and aspirations, so that you feel in charge of plotting your own destiny.
However, when you’re turning to many people for financial advice, it can be difficult to work out who to trust, and how to manage all these relationships so they work effectively together.
That’s where West End Group’s Family Office comes in, by bringing together various financial services in a co-ordinated fashion, so that each part of the puzzle supports the other and individual fees are minimised.
If a situation demands a service that we don’t offer in-house (for example, specific legal expertise), we’ll draw on the expertise of our trusted, long-term partners, without charging you any additional mark-up for the privilege.