Who we are: FOL Wealth (Wealth Management & Consulting Services)
FOL is a solution orientated, dynamic and wholly independent investment advisory firm providing holistic financial planning for affluent individuals, their families, businesses, and trustees to help them to manage, protect and pass on their wealth.
What we do:
· Retirement & Inheritance Tax Planning
· Investment Portfolio Management
· Business Protection
· Mortgages & Life Insurance
· Whole of Market independent Solutions.
Where we do it - Based in the heart of London (Mayfair and Liverpool St), our Chartered advisor is flexible to meet, and to work with you, as suits you.
When we do it - Online portfolio access is 24/7 via our website. We are available at any times to suit you or your clients.
Why we do it - Because we like having long term relationships and genuinely delight in people´s true prosperity, and seeing financial plans come to fruition.
We will be able to help your clients and we are happy to pay a referral fee. Please do get in touch, Our Chartered Financial Planner, Abi Ladele would love to hear from you and discuss the benefits of serving your clients.
.png)
