Wealth management

Satis Wealth Management is a Chartered financial planning firm based in Pall Mall London and is led by Ben Sherwood one of the Principals of Hillier Hopkins.

Their approach is to understand and define what your financial goals are and develop an investment plan that will help you to achieve them. They continue to review your goals, redefine your plan and revise your investments as necessary.

Satis Wealth Management specialise in retirement planning, investment structuring, income sequencing, charitable giving and estate planning for clients with complex and ongoing wealth planning needs. They work with their sister firm, Satis Tax, to enable clients to bring their wealth management in line with their tax planning, thus optimising their financial wealth.

To find out more visit the Satis Wealth Management website 

SATIS among the most trusted investment advisers in the world

SATIS Wealth Management hold certification from the Centre for Fiduciary Excellence, LLC (CEFEX). They were first awarded the CEFEX certification back in 2016, when they were one of only two firms in the UK to have passed these rigorous tests. The certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices. This award confirms SATIS’s status as among the most trusted investment advisory firms in the world.