About Us

Integrity. Service. Value. Quality. Rather than give you our view of these criteria, we prefer you offer us yours. No one knows the demands of your financial life as well as you. The Sudden Wealthflow programme centres its uncompromising focus on offering standards of service that surpass your expectations.

You will receive complete confidentiality, objective, high-quality independent advice and uncompromising integrity.

In addition, the Sudden Wealthflow programme gives you prompt response to your concerns and questions, 24/7 access, alignment of your investments with your desired lifestyle, and most importantly your needs anticipated without having to ask.

All of our independent investment recommendations are based on “multi-asset-class investing” which has over 30 years of proven performance.  We implement investment strategies that emphasise asset allocation and minimum trading, this does not involve speculating with individual shares. The result is a portfolio that aims for a solid long-term rate of return whilst minimising expenses and taxes.

Investment Policy Statement example [305k]

The Wealthflow Consultative Process [48k]

The Your Life Transitions Profile [60k]

 

'Sudden Wealthflow' is a trading style of Wealthflow LLP which is authorised and regulated by the Financial Services Authority.
Registered in Scotland No. SO301110, registered office, 15 Atholl Crescent Edinburgh EH3 8HA.
The Financial Services Authority does not regulate tax advice.