As ever in life, it is not what you know but who you know in the end that makes the difference. At Altis Management we make it our business to know who’s who, in the world of financial planning and wealth management; so you don’t have to.

Altis Management are professional introducers to Independent Financial Advisors (IFA’s) offering wealth management solutions to business and private clients.

Our knowledge and understanding of the financial markets allow us to select from the entire market place of product providers and make recommendations to you of the relevant and best IFA’s for your purposes.

We offer best advice for retirement planning, financial provision for your dependents and ensure you will pay no more in tax than is necessary.

In order to achieve the financial future you desire, we must first understand your goals, aspirations and attitude to risk.
Identifying your specific circumstances and the disparities that shape your financial requirements will determine who we introduce you to. Our trusted partners in the UK have the scope and knowledge to tailor solutions and make your assets work for you.

Our approach is holistic, allowing you to consolidate all your financial planning and wealth management, without the need for extensive research to establish trusted and effective solutions.

Altis Management systems are combined with market leading technology, giving you access to information on your investments through the internet at all times and keeping you in control – your policies, investment portfolio and progress tracking are all summarised in one portal.

We employ secure messaging systems for sensitive information, ensuring there is no compromise of your financial data.