UKBT

We provide UK Beach Tour members with a full wealth management and financial advisory service. 

We know just how much time you spend training and competing, supporting and volunteering whilst also for many of you working your day (or night) jobs too. You don’t have the time or the technical knowledge to deal with your financial affairs. 

We commit ourselves to helping our clients achieve their aims and aspirations in a structured and efficient way whilst supporting them as they adjust to changes in their business and personal lives.

In the ever-changing complex world of finance, it can be difficult to know if you are doing the right thing or if you need to change what you are currently doing.

As part of our service, we can provide members with a financial health check, giving them peace of mind regarding their existing arrangements, things to think about and consider going forward. 

We think that face to face meetings are the most productive, but we appreciate that this is not always practical given the demands of the working day. We are equally happy to meet after working hours, talk over the phone, video conferencing or electronically at a time that is suitable to you. Our complimentary consultations are without obligation. 

Our Service for UKBT Members
We provide you with a no obligation financial health check. Our four-step financial health check will help you create financial strength for you and your family.