Wealth Management

Wealth Management

At ODM Financial Advisers we have years of experience in wealth management – managing, protecting and creating wealth for our clients.

We do this by careful analysis of your investment goals and tailoring a solution that matches both your financial ambitions and risk tolerance. We then ensure, with your approval, that your portfolio is risk managed throughout its lifetime.

At ODM Financial Advisers we recognise that each client is different and there is no “one size fits all” solution to the management of your money. We use a variety of investment instruments which have different potential reward and risk profiles. As an impartial Adviser, we have access to all of the major product providers in the market but key to our success in this area has been the ability to source and create unique bespoke investment opportunities not widely available in the market.

A designated qualified financial adviser will manage your portfolio, which will be regularly reviewed to ensure that the investment instruments chosen are performing successfully and are always suitable to your changing needs and a changing world.