Encompass Financial Management Ltd

At Encompass Financial Management, we are a highly specialized and dedicated team of people focused on helping you plan and invest for your future. With your financial interests at the heart of every decision we make, we believe we are different because we start with learning about you, not just your finances. We devote as much time as possible to truly understanding you, your ambitions, and your financial needs. Then, we can help you take control of your finances, making them work the way you want them to rather than letting them control you. Trust is everything, and that's why Encompass people are not only chosen for their skills and expertise but also their ability to build long-lasting relationships built on respect and understanding.

As a client-focused business, we understand that everyone's financial situation is unique, which is why we take the time to get to know you and your financial goals. Our directors, all of whom are customer-facing, lead a team of people with unrivalled expertise and passion across their respective fields. This ethos is reinforced by every member of our team.

Our Services

Our services have been developed to help you realise your potential wealth, so you can start living with the peace of mind that only financial security brings. We offer a range of services designed to help you achieve your financial goals, including:

Lifestyle Planning

Our lifestyle planning service helps you achieve your goals by mapping out your financial future and creating a bespoke plan tailored to your needs. We take the time to understand your financial aspirations, and then work with you to create a plan that aligns your spending with your values.

Active Wealth

Our active wealth service helps you grow your wealth by investing in a range of assets, including stocks, bonds, and property. We work closely with you to understand your risk tolerance and investment goals, and create a portfolio that is tailored to your needs.

Wealth Builder

Our wealth builder service helps you build your wealth by providing guidance on tax-efficient financial planning. We work with you to identify opportunities to reduce your tax liabilities and create a more financially secure future.

Other Services

In addition to our core services, we also offer a range of other services designed to help you achieve your financial goals. These include:

• Investment advice and portfolio management
• Regular financial planning reviews
• Retirement planning and pension planning
• Estate planning and probate services

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