“I help people choose the smart approach for their money” - Sean Downs
In order for us to deliver the level of service we feel is essential for our clients, there are a number of elements that we believe are fundamental to our relationship. This ensures that we have a positive and productive relationship with our clients.
- Our clients can be any individual, business or trustees who takes an active and involved interest in their financial affairs.
- Our client relationships are based on open and honest communication.
- At Sean Downs Wealth Management we believe it is vital we understand our client’s financial aspirations in order for us to best advise our clients in making smart choices for their money.
- We can work with our clients to help in the creation of aspirations.
- We consider it is imperative that we have open channels of communication with our clients at all times and organise regular reviews as necessary throughout the year.