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Griffin Wealth Management

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Griffin Wealth Management

Overview:

Griffin Wealth Management was created by Trystan Lewis BA (Hons) APFS Chartered Financial Planner. Building on the experience acquired whilst working for one of the largest independent firms of Chartered Accountants in Cheshire, Griffin Wealth Management was established to provide professional independent financial advice to both private and corporate clients.

Our aim is to simplify the complex issues our clients face, providing them with the confidence to make informed decisions about their financial futures. In essence we help clients build as much wealth as possible whilst still working, maximise wealth from investment performance and ensure that wealth is protected from any unforeseen circumstances, doing all of this as tax efficiently as possible.

We pride ourselves on building lifetime relationships with our clients and their families, often working closely with their solicitor or accountant providing a holistic and professional service.

Clients are often referred to us directly from professional connections because our specialities include:

Comprehensive financial planning;

Family and business protection;

Investment strategies;

Retirement planning strategies and taking benefits from pensions;

Inheritance Tax Mitigation;

Advising trustees on suitable investments when trusts are established and conducting regular reviews;

Long term care funding;

Advising on suitable investments for deputies and attorneys acting on behalf of clients who lack mental capacity.

Core Values

Integrity, discretion and dependability are paramount when it comes to wealth management. As an independent financial advisor firm, we at Griffin Wealth Management are not tied to banks or other providers of investment services. Our decision to enter into co-operation with other parties is guided by issues of quality and for the sole purpose of realising and achieving your aims and objectives. We summarise the fundamentals of our work in three guiding principles:
Competence
We pride ourselves on being highly qualified to be able to serve our clients to a high standard.
Independence
We are independent of banks and other investment providers. We supply advice on plans for action only in matters in which we are fully competent to ensure that our clients' objectives are achieved.
Personal support
We pay great attention to the personal support that we afford our clients. We believe that communication is key to our client relationships and are proactive in providing our clients with relevant information to their circumstances, enhancing their financial planning and wealth management experience.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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