Planning to Meet Your Purpose
We are an independent purpose-led wealth manager for entrepreneurs, business owners, and families.
Establishing ‘How Much is Enough’
Knowing ‘how much is enough’ for you, helps manage expectations, emotions, and business sale negotiations. Cash flow modelling shows how much you need – and how best to invest it.
Creating Tax Efficiency
We help your wealth to grow more efficiently by advising on the right tax structures – SIPPs, ISAs, personal portfolios, and more – all unified under one strategy and accessible via the Six Degrees app.
Estate Planning Advice
Your wishes for your family’s future guide our approach. We assess your inheritance tax exposure and advise on a range of strategies in order to manage the tax burden effectively.
Reducing Fees with Index Investing
We favour diversified investment strategies using low-cost index funds – because we don’t believe that anyone can predict the future.
Conviction & Transparency
Delegating control isn’t easy. That’s why we offer advice with conviction and full visibility of your financial life through the Six Degrees app.
OUR INVESTMENT PHILOSOPHY
Costs have the biggest impact on long-term investment returns. Allocate fee budget wisely and keep costs as low as possible.
It is impossible to predict the future. Public markets are efficient: long-term consistent outperformance is rare and expensive.
Investor behaviour is a key determinant of long-term outcomes. Coaching helps block out the short-term noise, to focus on the purpose.
Diversification is the only free lunch in investing. Ensure that the portfolio is diversified across and within different asset classes.
Rebalancing should be driven by market movements to ensure that portfolios remain within risk parameters, capture returns and minimise losses.
Enabled by cutting-edge technology, we provide clear and simple visibility over your entire financial life.
OUR SIX DEGREES FAMILY
We work with some of the best advisors in the market today, bringing expertise across a wide range of disciplines. Welcome to the Six Degrees Family: your own curated and managed advisory team.