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Aquarius Wealth Management Limited

“Aquarius exists to build strong, life-long relationships with clients who are happy to pay a fair fee for exceptional financial solutions that they cannot find anywhere else” STEP 1 – Contact us for your FREE initial session A no-brainer? Maybe, but we understand that sometimes it’s hard to know what questions to ask – or who to ask! Don’t worry – we can guide you through a process which helps you to raise relevant questions. You DO have something on your mind right now – OTHERWISE YOU WOULDN’T BE READING THIS! CONTACT US BY TELEPHONE 0845 076 5586 or EMAIL enquiries@aquariuswm.com STEP 2 – Set some time aside This also seems like a no-brainer, but when you set some time aside, we will set some of our time aside for you – ABSOLUTELY FREE! You don’t know how we can help you (and we don’t know how we can help you) until we talk. A FREE introductory session helps us to see if we could do business together. By the end of the session we will have an idea as to the areas in which you need to take action and how. STEP 3 – Decide how (or if) you would like to proceed You can walk away for FREE after the initial session – no pressure and at no cost to you. You will either do nothing (no cost and walk away), or we provide a report detailing your present position. The report is yours to keep, so you can take action yourself, or through another firm. Alternatively, you can ask us to implement your plan for you. Costs are dependent upon the work involved and can vary widely, so you instruct us to carry out additional work for you knowing the fixed costs in advance. WHAT HAPPENS NEXT? When your plan is in place, you can contact us again any time for a review. We may agree that your plan should undergo regular reviews, which are paid by one-off fees or by joining one of our affordable client care packages. CONTACT US NOW TO MAKE YOUR DREAMS A REALITY 0845 076 5586 enquiries@aquariuswm.com


Aquarius Wealth Management Limited
The Innovation Centre, 1 Devon Way,
Birmingham
West Midlands
B31 2TS

0845 076 5586


Whole of Market Research Independent Financial Advice Aquarius Wealth Management Limited Birmingham Financial Services West Midlands Life Planning http://www.aquariuswm.com/ Aquarius Wealth Management Limited Financial Services

Aquarius Wealth Management Limited are listed in; West Midlands Business Directory : Birmingham Business Directory : Financial Services Directory : Financial Services in Birmingham : Financial Services in West Midlands

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