Our Services

We offer our clients a highly personalised and structured financial framework designed to achieve their objectives in the most efficient and cost-effective way.

Financial Planning

We provide unbiased and individually tailored expert advice in the core areas of financial planning:

• Private investment portfolio construction and management
• Retirement planning
• Taxation and estate planning issues

For our corporate clients, we provide objective and expert advice on corporate financial planning and employee benefits. We can help at every stage of the process, from initial exploration and analysis, through to specific recommendations, effective implementation, project management and ongoing review.

Customised Programmes

Sigma 360 offers advice on various sectors outside the usual realm of general financial planning. We have built up substantial expertise in providing customised programmes in such fields as:

• Offshore investments
• Film partnerships
• Venture capital trusts (VCTs)
• Property development schemes
• Financial planning opportunities for expatriates
• Trustee investment for not-for-profit organisations

As professional financial planners, we represent our clients rather than product providers and are able to recommend on the very best solutions from across the spectrum of financial services.

Contact us to find out more.

Sigma 360 Wealth Management Limited
5 Royal Court
Tatton Street
Knutsford, Cheshire
WA16 6EN

T: 01565 653550
F: 01565 654034
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