Why I launched Totality Wealth would seem to be a sensible place to start!
Ready for change, I was looking for a home for clients, a community feel, somewhere clients would feel valued and where client care was truly at the core of everything we do.
Nothing quite hit the mark and having worked in financial services for over two decades, in a variety of roles, I was keen to put that knowledge and experience to good use.
Totality Wealth was launched to be the change we want to see in the world. To make a difference, challenge the status quo, enrich the lives of our community and wow along the way.Where client relationships are at the core and fuel every decision we make. Where we have the agility to act fast, to get things done and do things right
WHY TOTALITY WEALTH?
Choosing a name is tricky, we wanted to demonstrate how we truly add value to our clients by looking at life as a whole, in totality. Your current circumstances, your family, your plans, your goals, your dreams, your business, your existing professionals and advisers, your life, in totality.
EXCELLENCE. COLLABORATION. TRUST.
Totality Wealth looks after a small number of affluent clients, with the aim to remain small enough to care, agile enough to act fast and to always put the client first. Our values are habitual.
Excellence: We strive to raise the bar.
Our meticulous attention to detail and focus on critical non-essentials helps deliver positive outcomes for our clients.
Collaboration: Together we achieve more.
We care about the interests of our people, clients and partners. We take time to really listen and understand creating powerful emotional connections. We demonstrate respect and honesty in all our dealings.
Trust: We keep our promises.
When we say we will do something, we do it, we don’t let people down. If we do make mistakes, we will be the first to acknowledge and put things right. We are responsible and accountable for every task we undertake. We execute brilliantly and deliver always.
SO, WHAT NOW?
Totality Wealth aim to provide a bespoke and exclusive service to our clients by limiting our client numbers, concentrating on trusted relationships and personal service to help achieve your long term interests and goals.
If you would like to start your journey with us and be part of our community, please get in touch.
