Wealth Management Advice Service
Sigma Professional Wealth Management
The cornerstone of our wealth management advice service is exactly that, service. Our aim is to protect yourself and your family in this rapidly changing world and assist you in achieving your financial goals.
We are fully committed to providing the very best financial advice to ensure we match your specific circumstances to the most suitable solutions for you and your family. To do this we use intuitive bespoke software systems in addition to structured administrative processes which enable us to research the Whole of Market on your behalf.
The focal point of everything we do is about knowing our clients well. It is only once we fully understand your personal circumstances that can we act in the knowledge that we have all the information we require to confidently recommend tailored advice to suit you.
Once you become a client of Sigma Asset Management we then commit to provide regular monitoring of your portfolio in addition to offering you our regular portfolio review service. This is a structured review process which culminates in a regular meeting to ensure your portfolio in on track and to recommend any suitable changes.
Our team of highly motivated professionals have a proven industry track record of providing honest, ethical financial solutions realising true financial independence for our clients. We are serious people dealing with critical decisions; our culture though is one of a very friendly welcoming team committed to providing you with a high quality customer service experience.
We hope you find our website both interesting and informative. For a general introduction to Sigma our Managing Director Mr Julian Milner has recorded a brief video, please just click on the link to play.
Please Contact Us for more information on our Wealth Management and Financial Services.