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.

Desktop and laptop displaying SparksWealth financial plan and income chart.
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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

Establish Objectives & Worries

We establish your financial goals and concerns, tailoring advice to address issues like 2008, Brexit, and COVID-19.

1
Organise your Assets

We organise your wealth with our 3Castles 2Knights framework, gathered through a meeting or online form.

2
Cashflow Planning

We analyse income, expenditure, savings, inflation, future costs, and conservative investment returns annually for life.

3
Scenario & Stress Test

We test your wealth against negative events like the 2008 crash and unexpected expense increases.

4
Recommend & Implement

We recommend and implement simple changes to prepare your wealth, handling all recommendations with minimal paperwork.

5
Review & Retest

When life changes, we adjust your plan with reviews, updates, expert guidance, and new opportunities.

6

We Partner With Top Global Investment, Pension and Insurance Firms