Understanding what matters to you

At Saol Capital, we are experts in money matters but what we really want to know is what matters to you. We view each of our client relationships as a working partnership; you share with us your goals, your concerns, and financial priorities, while we offer professional insight and expert advice. Together, we will make smart and profitable decisions about your financial future, ensuring your hard-earned money works for you.

Getting to know you

First things first- what is your financial personality? To discover this, we’ll listen in order to learn more about you, your family, your business, and your wishes for the years ahead. Each detail, no matter how small, will allow us to put a definite shape on the future of your finances. With this key information, we can then work on the most important task at hand: creating a financial plan that ticks all the boxes.

01

Financial Personality

Using MoneyMap to gain a better understanding your financial personality.

02

Motivations & Goals

Defining your motivations and goals by striking an achievable balance between living now and saving for the future.

03

Opportunities

Providing portfolio analysis and consultation to identify suitable opportunities for investment growth.

04

Engagement

Encouraging engagement with loved ones on the topic of your financial legacy.

Fancy a chat?

We understand how important asset management and planning is to our clients. We are also aware how equally vital it is to align your financial goals with your personal objectives. It is our job to figure out how this can be accomplished. Through our expertise, we will help you achieve this balance. Remember, we don’t simply want to understand the financial future you hope for, we want to help you get there. Let’s chat and see how we can make that happen.