Professional Connections

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At Georgetown Wealth Management, we like to work with other professional services providers who share our values in developing strong relationships with our clients.

Our team can provide a seamless addition to the service you provide to your own clients, ensuring the longer-term care of your client is looked after.

Should you refer a client to Georgetown Wealth Management, you can rest assured that we look after them as if they were our own. In particular, we will treat them with the respect they would expect from a professional adviser. We already work closely with a number of accountants, lawyers, and estate agents, and would love to meet up with you for a chat to explore ways in which we could work together to add value to your own clients.

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We understand that time can be precious when you are a busy professional, so we would be able to meet with you at a time, date and location that would suit you. Just let our team know what would work best. Contact us to arrange a coffee meeting and let’s see if we are able to help each other to help our clients further.

If you are a professional services business, we would welcome a coffee with you. Connecting with like-minded professionals to help clients succeed is something we can offer. We like to view other professional services as an extension to what we offer to clients and vice versa.

    Our Six Step Process


    STEP 1
    The first thing we do is meet with you and listen


    STEP 2
    our financial and lifestyle goals


    STEP 3
    Uncovering the most suitable solutions for you


    STEP 4
    Creating your financial plan


    STEP 5
    Working together to achieve your plan


    STEP 6
    Regular reviews and updates