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He has always been fascinated by the ‘psychology’ of money and helping people understand and manage risk so that they have a more comfortable investment journey. This is what has ultimately lead him to become one of the best Independent Wealth Planners in Holmer Green.
‘Creating peace of mind is probably one of the most important things we do’
Austyn’s mantra is ‘Financial Happiness’ and knowing clients well enough to ensure that what we put in place is the right fit for them.
Known for thinking differently, he is an advocate of ‘Cautious Wealth Management’ . Over the years he has contributed to leading publications, and has been featured as a CityWire ‘Cover Star’ in 2010, 2013 and 2017. He is the creator of innovative risk management processes such as Cautious Blend ® and Safe Harbour Planning ® to provide a more comfortable investment and retirement journey.
The firm’s unique ‘All Weather’ approach to investing is based upon Austyn’s culture, values and beliefs and a passion for reducing investment risk, to protect portfolio values, and to offer a more comfortable investment journey.
Austyn believes that this is even more important in today’s economic climate, because increased risk, volatility and change, are redefining the strategies required for sustainable growth and wealth preservation. In addition, the definition of ‘retirement’ itself is changing, where clients increasingly require greater access, control and flexibility, in order to realise their desired lifestyle and personal objectives.
A successful Entrepreneur, Investor, Independent Wealth Planner and Financial Planning author, Austyn understands many of the issues facing senior executives and retirees, having personally experienced them himself. He is therefore far better placed in understanding the life transitions we all go through. As well as what this means in terms of financial planning, family security, and how to invest successfully.
Today, 25 years on, he continues to specialise in the bespoke planning and financial strategy that retirees and entrepreneurs require as an Independent Wealth Planner in Holmer Green.
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The Financial Conduct Authority does not regulate taxation advice. The value of your investment can fall as well as rise and you may get back less than your original investment. Past performance is not a guide to future performance.
The award recognises and celebrates the best of the professional financial planning community and commitment to client care.
Awarded 30th October 2019