You’re thinking about partnering with Spiritus Wealth, which is great news. Here’s a handy guide to help you with what’s going to happen over the coming weeks Step 1: Discovery Discovery is an opportunity for you to understand our business, see how we can add value to you and your […]
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Life is unpredictable and circumstances change over time. Trying to understand the future implications of financial decisions taken today is an extremely difficult task. But just because it’s difficult, doesn’t mean it isn’t worth doing. We use sophisticated planning software to create a fluid, interactive and collaborative financial forecast for […]
Timeline gives us a way to model market returns in every market condition through over 118 years of data. That’s more than 220,000 different historical scenarios and inflationary conditions. The output is completely bespoke to your individual portfolio. How would your portfolio have performed through events such as the Great […]
WealthView is our Client Portal and App, giving the families we advise an unprecedented level of visibility over their financial position. You can download your ‘Guide to WealthView’ and the FAQ documents here: