Plan well. Live freely.
Every decision about money is really a decision about how you want to live your life. Planning with Nineteen Wealth Management is not about selling products, it is about giving you the clarity to make choices with confidence.
As a lifestyle financial planning firm and Independent Financial Adviser (IFA), we use our TrueWealth Roadmap™ to bring your financial world into one clear view, so every step serves the life you want to live.
Once that picture is clear, your adviser handles the details so you can stay focused on living the life you value.
Helping you find financial freedom.
Your moment may be large or small. Maybe it is a business sale, retirement, a family change or a fresh start. Whatever it is, a proper lifestyle financial plan gives you clarity, confidence and freedom.
Here's how we do it.
Lifestyle financial planning
Together we build a clear picture of what matters most to you and use cashflow planning to map out what you need to live that life.
Pensions, investments, and protection
Whether it’s consolidating investments, managing risk or putting the right protection in place, your financial foundations become clearer and more secure.
Wealth structuring and estate planning
Your wealth can be shaped to support your family in the years ahead, in ways that reflect what matters most to you.
Business exits and lasting legacy
You can shape your business and any future exit so the wealth you create supports your life and family for years to come.
Meeting life's moments with confidence.
Real financial peace of mind comes from seeing how your money supports the life you want, not the other way around.
Some people worry about running out too soon. Others feel uncertain about managing significant wealth for the first time. For many, it is about making sure that everything they have worked hard for truly brings them freedom.
Whatever your situation, a clear roadmap and a planning process built around your values helps turn money into confidence and gives you a better return on life.
Freedom to live the life you value.
The life you value is shaped by what matters most to you. The people you care about. How you spend your time. The contribution you want to make.
Along the way there are moments when life opens up a choice. Stepping back from work. Selling a business. Supporting children as they become more independent.
True wealth is knowing your money can support those choices, and having the clarity to see what is possible and move forward with confidence.
Your moments matter.
Those moments are more than financial events. They are points where life can change direction, and a reminder that life is not always linear. These moments also raise deeper questions about how you want to spend your time and what will give your days meaning, not just what will fund them.
Our TrueWealth Roadmap™ gives you a clear way to explore these questions and see what life could look like when you live your own idea of true wealth. It's how we bring together what you want and what you have, so you can move through big decisions with confidence and get the best possible return on life.
Plan for freedom.
Freedom might mean more time, more choice, different work or less pressure. Together we work out what it looks like so we can be clear on what really matters.
Plan for your next chapter.
Retirement, a career shift or a business sale opens a new chapter. These moments offer an opportunity to picture what comes next so you can plan with confidence.
Plan for your family.
Family is the 'why' behind many financial decisions. Being clear about what you want for the people you love helps you decide how to use and eventually pass on what you have.