Framework
SparkWealth is a financial advisory firm specialising in personalised wealth management, investment strategies, and retirement planning. They provide tailored solutions to help clients achieve financial security and long-term growth.
Our cutting edge framework
3Castles 2Knights focuses clients on matters they can control and minimises matters they cannot.
Cash Savings
Secure, liquid funds for emergencies and stability.
Investment Savings
Inflation-beating assets with compounding returns.
Business Investment
High-risk, high-return opportunities in property and equity.
Business Security
Safeguards for partners, pensions, and exit strategies.
How we work
Our 6-Step Process Builds, Protects, and Grows Your Wealth
We establish your financial goals and concerns, tailoring advice to address issues like 2008, Brexit, and COVID-19.
We organise your wealth with our 3Castles 2Knights framework, gathered through a meeting or online form.
We analyse income, expenditure, savings, inflation, future costs, and conservative investment returns annually for life.
We test your wealth against negative events like the 2008 crash and unexpected expense increases.
We recommend and implement simple changes to prepare your wealth, handling all recommendations with minimal paperwork.
When life changes, we adjust your plan with reviews, updates, expert guidance, and new opportunities.
We Partner With Top Global Investment, Pension and Insurance Firms
