top of page
Helping you see things more clearly.
Our goal is to redefine Financial Planning so that the focus is on helping you to find the answers to your key life questions, empowering you to live your life on your terms.​​
​​
​​​
XV Wealth is a boutique and fully independent financial planning firm, where your goals, dreams and ambitions are our priority.
Our team will help you build your own unique financial plan which will not only capture everything you want to achieve, but it will also provide a clear and actionable roadmap to help you get there.​​
How do you find out more?
We have created a risk free initial contact approach which will allow you to find out a bit more about us to see if we are the right fit for you before you commit to anything:
1. Initial Call
A quick 10-15 minute call to discuss your basic circumstances and agree the next steps of the process.
2. Discovery Meeting
An informal meeting to understand more about what and who is important to you, and what your main goals and worries might be.
3. Planning Meeting
You will be presented with your Base Financial Plan, which will give you clarity over how your current finances might support your goals.
bottom of page