“It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” - Robert Kiyosaki
We recognise that individuals and families have complex financial planning requirements, which is why our Independent Financial Planners devise tax-efficient structures and work in partnership with your discretionary fund managers (or DFM’s) to meet your personal objectives.
Our risk-based approach to portfolio construction ensures a diverse and stable financial plan. The result is an efficient blend of financial planning and investment management under one roof.
Claremont advisors will articulate clear and tailored recommendations along with completely transparent charging structures and fee schedules – Claremont’s solutions and structures are designed to realise your objectives now and in the future. Wealth management is our all- encompassing service offered to private clients and companies.