Our Wealth Consultancy Service is a comprehensive, holistic service that encompasses the interaction of your money, working life and personal life to set you on the road to financial independence and help you achieve your personal and professional aspirations.
This is much more than a financial service; this is a lifestyle enhancement service.
Our programme will help you grow your “wealth”. By wealth we mean your personal health and well being as well as your money.
To help you get to where you want to go, we need to know where you have come from.
We will listen to your story so far in a personal consultation and explore where you would like to go, both personally and professionally.
We would also like you to complete a Personality Assessment to help you see your natural strengths and weaknesses.
It is important for us to understand your personal position. We encourage joint consultations with your Spouse or Partner to understand if your goals are aligned or where more work is required.
Once we understand you more we can help you build a plan that compliments your personal goals, improving and reducing the common conflicts between personal and business life.
You will know your business very well. We also want to understand your business.
Often a fresh pair of eyes and ears will provide you with a different perspective.
Once we understand what you wish to achieve with your business and / or career we can help explore how you can reach your business or career goals.
We can introduce you to experts in the field of business consultancy and recruitment or executive search you can then enhance your earning prospects.
Knowing your numbers will be key to your personal and business success.
We will help you to analyse your current business numbers to help establish the most and least profitable areas of your business.
It is also important to focus on your personal numbers.
If you are not running your own business we can help you focus on the areas that will generate the greatest benefit for you.
A sound personal financial plan is vital to ensure that your hard work is not wasted by poor financial decisions once the money is in your or your family’s hands.
We will help you to understand the implications of often complex tax and financial legislation to ensure that your business and personal money is invested with tax efficiency, taking into account your long term objectives and potential access requirements.
Having taken time to understand you and your business we then work with you to learn and flesh out your personal goals and objectives.
We will then help you build your own Personal Vision Document and Personalised Time Plan to put you well on the road to reaching your goals.
In a similar fashion we will work with you to learn and flesh out your business goals and objectives.
We will then help you build a Business Vision Document and Business Time Plan to put your business well on the road to reaching your goals.
Once you have your Business Plans drawn up it is important to work with a mindset of success and determination.
We like to think of this as “Mindful Business”, that is being aware of where you are now and where the business is heading.
A business that is mindful focuses on key areas and doesn’t try to do too much at once.
It is careful of its impact on its staff, their families and the local community.
We will help you establish achievable milestones for a measurable success plan that you can tick off at regular intervals, both personally and professionally.
Please note that the majority of this service is provided by Royall Consulting Limited and is not regulated by the Financial Conduct Authority. Regulated advice will be referred to Royall Wealth Management.
Past performance is no indication of future performance. The value of investments and the income from them may fall as well as rise and is not guaranteed. An investor may not get back the original amount invested. The tax treatment of a particular investment depends on the individual circumstances of each investor and may be subject to change in the future.