Our values inform the way we do what we do. We believe that having a good fit with our clients is key to successful financial planning and positive long-term relationships.

We are: 

Authentic 

We love working with our clients and seek to build positive, long-term personal relationships, built on agreeing a strategic plan that helps clients get the crucial decisions right.

Positive

Nine Wealth Management looks to positively engage with and support our clients. We are driven by the opportunity to be at the centre of making a tangible difference to our clients’ lives.

Partners

Listening to and understanding our clients’ needs is a crucial part of what we do. We believe that the key to successful financial planning is having a ‘good fit’ with clients, and we seek to engage with those who share similar values 

Rigorous

We are driven by a technical approach. No client is too complex for us. Clients are made to feel both relieved and empowered, as their finances become clearer and well-planned.