“A goal without a plan is just a wish.”
Antoine de Saint-Exupéry
Unbiased, unrestricted and independent financial
planning for UK and international clients
Fulcrum Advisory is the financial advice arm of Fulcrum Private Clients.
We’re a handpicked team with extensive and varied experience continuously striving to deliver the finest financial advice with regard to client outcomes, particularly in light of on-going changes in regulation, legislation and best practice.
What we do
Fulcrum Advisory delivers an independent financial planning and advice service for families, individuals and companies. Offering whole of market holistic advice we help our clients, both within the UK and expatriates, to develop, refine and achieve their financial ambitions.
Working with our clients we manage bespoke financial solutions to help maximise and protect your wealth. Before any advice is given we talk you through our transparent fees so that you fully understand how we work. Initial consultations are always at no cost to you.
Fulcrum provides investment advice and portfolio management to expatriates and their families living abroad. We offer both an advisory and discretionary
service and ensure the selection of the right investment to create a low risk, international compliant, well-diversified portfolio of assets that matches your
needs and profile. The goal is to produce a higher return than those offered by the banks while providing the security, tax-efficiency and flexibility required
by their clients. Fulcrum Advisory alongside Fulcrum Private Clients have strategic alliances with international tax advisers, accountants, solicitors and
With enquiries of an international nature, please contact firstname.lastname@example.org and an adviser will be in touch.
Keeping in touch
We like to stay in regular contact to ensure you get the most from your financial planning and you decide how often you’d like to hear from us. As a minimum we like to sit down, face to face, once a year with you. There will be times when more is needed so that you make well-informed, important decisions about your future.
In addition, we provide you with a minimum of two portfolio reviews per annum as well as giving you full online access at all times.
From time-to-time, we like to reach out with topical news and events that we feel are of interest to you. This may be regulatory change, updates following the Chancellor’s budget or perhaps end of tax year announcements.
Our financial planning services range from:
- Retirement planning
- Estate and Succession planning
- Tax and Accountancy
Peace of mind
A majority of our new clients come to us as referrals from friends, family, work colleagues or through a formal introduction from another professional consultant such as solicitors or accountants. We take a great deal of pride in this area of our business.
The trust and confidence in our advice and service is fundamental in ensuring referrals continue, allowing us to offer the most comprehensive support to new and exisiting clients alike, and are the best endorsement to our service we could ask for.
The future will not take care of itself
At Fulcrum, we work tirelessly to understand you and your goals; and we work with you to en-sure your financial planning meets your needs and delivers to your objectives.
In addition, we provide you with a minimum of two portfolio reviews per annum as well as giving you full online access at all times.Our team are based in London and Spain, but we advise clients across the UK and indeed globally.
Contact us for more information or to find out how we can help.
What our clients say
James was recommended to me by a colleague and I have since gone on to recommend him to my own colleagues and friends. He has given me some great advice particularly around pensions. He is personable and easy to communicate with and genuinely wants to achieve the very best for his clients.
I would highly recommend looking to Toby for help with your financial planning. He has a great team behind him who provide clients with a sophisticated approach to dealing with their financial goals and requirements. He offers a highly personalised service, the benefits of which I have seen first-hand.
James is very personable and has helped me greatly at understanding the basics of investing. He is able to explain complex things, tailoring for his audience. I have referred friends and family to James and wouldn’t hesitate in continuing to do so.
- The value of Pensions & Investments can fall as well as rise. You may get back less than you invested.
- Your home may be repossessed if you do not keep up repayments on your mortgage.
- Estate Planning – Tax Planning and some Buy to Let mortgages are not regulated by the FCA.