SparkWealth is a financial advisory firm specializing in personalized 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
Our cutting-edge framework combines innovation and expertise to deliver personalized financial solutions, helping you achieve long-term success and peace of mind.
Cash Savings
Secure, liquid funds for emergencies and stability.
Business Investment
High-risk, high-return opportunities in property and equity.
Business Security
Safeguards for partners, pensions, and exit strategies.
Investment Savings
Inflation-beating assets with compounding returns.
1
Establish Objectives & Worries
We establish your financial goals and concerns, tailoring advice to address issues like 2008, Brexit, and COVID-19.
2
Organise your Assets
We organize your wealth with our 3Castles 2Knights framework, gathered through a meeting or online form.
3
Cashflow Planning
We analyze income, expenditure, savings, inflation, future costs, and conservative investment returns annually for life.
4
Scenario & Stress Test
We test your wealth against negative events like the 2008 crash and unexpected expense increases.
5
Recommend & Implement
We recommend and implement simple changes to prepare your wealth, handling all recommendations with minimal paperwork.
6
Review & Retest
When life changes, we adjust your plan with reviews, updates, expert guidance, and new opportunities.
How we work
We partner with top firms for optimal client solutions
