We start by getting to know you

First we will seek to understand your current financial situation and the path you've taken to get there. Then let's discuss what goals and outcomes you would like to achieve over the course of your career and personal life.

Together we build a long-term financial strategy which takes into account your current and future income, your financial responsibilities and your anticipated financial needs well into the future.

Once the strategy is established we can discuss the multitude of options that are available to you and investigate each option in turn to ultimately select an optimal mix of investment, insurance and retirement alternatives that take into account your specific goals.

Over time we continuously and proactively evaluate your financial strategy and consider whether to make adjustments to incorporate changes in your circumstances or those of your family.

At every point, the focus is on you.

For life, we are here to advise you and help protect your hard-earned wealth for you and your family for generations to come.

coffee-meeting
Through every phase of your life, we are financial and investment experts here to help you.
fin coaching

Often, the reason an individual, business or professional athlete is able to reach their full potential, is the appointment of an experienced coach or advisor.

At 360 Private Wealth, we offer a 'Private Client' advisory service to those who have reached that stage in life where they realise they could benefit from seeking professional financial advice.

This realisation can come at a different stage of life for each of us, and the advice required can therefore vary. Fortunately, at 360 Private Wealth, we have the professional expertise to support you through all of your life stages.

Regardless of your current circumstances, we invite you to take the next step and contact us to arrange an initial, obligation free appointment.

What are people saying about us?

  • Graham K Bryant

    How professional the team is and always willing to offer advice over the phone.

  • Gary Warnest

    Trusted service provider and able to treat customers at a personal level.

  • Peter Dowling

    I have been with them for many years, both in business and now in retirement. I have found that the services they provide are excellent.

  • Graham Moyle

    Very happy with the service and advice over many years

  • Louise Cox

    Trustworthy, professional and personal

  • Lesley Edmondston

    A very professional company and nothing is too hard. All questions are answered in a way that is understandable. Clients are treated as people not numbers

  • John Sloan

    Outstanding personalised and friendly service.

  • Crawford Mouat

    Great, helpful & pleasant service. Personal & very professional with clients. Investment advice is very well researched. Easily contactable. Reports are presented regularly and readable. Value for money paid for their service.

  • Colin Lambie

    Good service. Advice provided covers range of areas of interest to me, i.e. financial planning, retirement planning, estate planning, etc.

  • Cheryl Elvey

    A great team that is very reliable and always available

  • Cathie Steele

    Knowledgeable and friendly. Consistent personal service.