WEALTH MANAGEMENT ADVICE
WITH PEOPLE AT ITS HEART
Our Services
An effective financial strategy is essential to ensuring that you make the most of your money. However, the complexities associated with wealth management make it hard to know where to turn.
At Ubuntu Wealth Management, our goal is to help you grow the wealth you need so you and your family can enjoy life to the fullest. We’ll listen carefully to your situation and recommend a solution that is tailor-made to suit your requirements.
Retirement Planning
Investment Planning
Tax
Planning
Corporate
Services
Estate
Planning
Mortgages
Who We’ve Helped
Ubuntu stands for compassion and humanity, and it is these qualities that we bring to every client and their unique financial strategy. Discover more about the practical impact of our ubuntu spirit and wealth management expertise with our client case studies.
Who We Are
Ubuntu means the Spirit of Africa and caring for the tribe and community. We’re a local business first and foremost, but with the added benefit that we’re supported by a FTSE 100 company.
At Ubuntu, we know there’s no quick fix to wealth management, which is why we work over the long term to build relationships and monitor that your investment continues to work for you and for your family.
You may have existing wealth management solutions in place that need reviewing, or perhaps you just need help to make sense of your financial plans – whatever your situation, Ubuntu Wealth Management can provide solutions that help you to reach your financial goals.
The value of an investment with St. James’s place will be directly linked to the perfomance of the funds you select and can therefore go down as well as up. You may get back less than you invested.
Where You Can Find Us
We’re proud to be based in Northwich and are dedicated to helping the local community achieve their financial future. Get in touch to have a face-to-face conversation about how we can help you.
