Working at Ergowealth Ltd

Ergowealth was founded in 2014 by a group of financial professionals with a common vision: to provide a truly integrated financial planning service, working to the highest professional standards to deliver the best possible outcomes for our clients.

Our name is derived from the famous expression “cogito ergo sum”, meaning “I think therefore I am”.

We believe in a logical, empirical approach to financial planning, which is why we often call it ‘financial engineering’. Because of their origins in logic, the tailor-made solutions that we recommend are carefully formulated to take you from where you are to where you want to be.

The ergo symbol, meaning ‘therefore’, reinforces our commitment to analytical and insightful financial planning. This is reflected in our philosophy and ethics.

We’re proud to be a Chartered firm of Financial Planners, as awarded by the Chartered Insurance Institute (CII). Chartered status is the ‘gold standard’ of financial planning and positions our firm amongst the UK’s leading practices.

 

We follow a structured Financial Planning process with our clients:

We discover what your objectives look like. As Financial Planners, our first job is to get to know you, your situation, needs and objectives.

We will discuss, in depth, what it is you want from life; we call this financial engineering, and it will drive our tailor-made recommendations and solutions.

We establish your financial reality. We will review your existing pensions, savings and investments, establishing the reality of your financial situation and what this means for your future.

We ensure you’re making the most of what you have. We will ensure your money is positioned in the most fruitful way possible.

We will discuss and review tax liabilities, establish how Pension Freedoms can help and manage your assets to ensure maximum returns. We implement any necessary changes. A plan is only as good as its implementation.

Once you are 100% happy with our recommendations, we will implement any necessary changes and cement your secure financial future. We work with you on an ongoing basis.

Our financial planning service doesn’t end there. We build long-term relationships with our clients and schedule regular reviews to ensure your plan is in accordance with your needs, objectives and aspirations. If anything changes, as life often does, you can rest assured we’ll be right there to get you back on track.