Why work with us?

We are honest, transparent and fair

You will only continue to use our services if you trust us, if you understand what we are doing for you, and if you feel we represent value for the fees you pay.

Technology is at the forefront of our business

We use the very latest technology solutions to improve your planning experience. We are committed to investment in this area because we believe it makes such a positive impact.

We charge fairly and proportionately for our services

We cap fees for both initial and ongoing advice. This cap, combined with our preference for low-cost passive funds and fixed-fee platforms means the total cost of investing with Spiritus Wealth is exceptionally competitive.

We work with wealthy people

We understand the complexity of your financial circumstances and we are highly experienced in adding value to people in your position. Our capped pricing means you are not, and will never be, overcharged.

We will deliver peace of mind

We can’t promise you’ll never wake up in the middle of the night again, but if you do, our aim is to ensure it’s not your finances prompting it. You have plenty to worry about elsewhere. Let us worry about keeping your financial plan on track.