Spiritus means energy and life: two words which may not appear to be synonymous with financial planning. We believe differently.
Central concepts to our philosophy are honesty, integrity and openness. We believe that only by fostering these values can a meaningful and rewarding relationship be developed and maintained. And that’s the whole point for us.
Our foremost goal is to help you achieve your goals, and this seldom revolves solely around money. More likely it’s ensuring you can retire when you want to, that you have the freedom to help fund your children’s education, that you can live in a comfortable house, and that you can work on lowering your handicap in the summer.
It’s making sure that when you’re gone, you leave a legacy for your family to enjoy. It’s about making the very most of your labours along the way, and finding the right strategy to turn your dreams into reality.
That’s where we come in.
We work with a range of clients across industries and sectors, and generally our clients are mid to high net worth individuals, owner-managed businesses, and professional sports people. We look after clients whose needs range from the simple to the highly complex, and being based in the City of London means we have access to sophisticated investment propositions which other firms simply do not.
020 3440 7670
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Spiritus Wealth LLP is an appointed representative of CAERUS Financial Limited which is authorised and regulated by the Financial Conduct Authority, and is entered on the FCA register (http://www.fca.org.uk/register) under reference 497604.
Registered Address: A3 Broomsleigh Business Park, Worsley Bridge Park, London. SE26 5BN
Registered in England & Wales; Registered Number OC390110
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