Wealth & Money Management Awards 2018

2018 Wealth & Money Managaement Awards 21 Company: Acuity Management Limited Contact: Tracy Sawyerr Tel: + 44 (0) 203 6033722 Web Address: www.acuityag.com WM180016 HNI Financial Advisory of the Year 2018 - UK Part of Group IFA, Pro Sport Wealth Management Ltd provides discrete financial advice to many high-profile sports professionals, predominantly in the football and rugby arena. Having recently recognised the firm in our prestigious Wealth & Money Management Awards, we profiled it to gain an insight into the secrets behind its incredible success. Company: Pro Sport Wealth Management Ltd Contact: Gareth Griffiths Address: Investment House, Bolton Road, Bradshaw, Bolton, BL2 3EU, UK Phone: 0 1204 602909 Website: www.prosportwealth.co.uk Established in 2009, Pro Sport Wealth Management was co-founded by Phillip Rose and Gareth Griffiths, a former professional football player, to provide a professional proposition for clients in the sporting domain. The firm is the specialist sporting division of Group IFA whose headquarters are based in the North of Manchester. The group manages in excess of £650 million of its clients’ money. The independent financial advice practices stemming from Group IFA work together as a strong and powerful collective with accolades from a number of associations. The specialist services offered by Rosebridge ® , Sovereign ® , and The Pensions Partnership, as well as ProSport ® , are provided by highly qualified and experienced people who are specialists in their field and both highly regarded and sought after within the financial world. As professional independent financial advisers, the firm specialises in providing wealth management advice to professional sports people and their organisations. Its dedicated team are able to understand their clients’ unique financial objectives and match them with realistic and bespoke solutions. Knowing that one-size does not fit all, Pro Sport Wealth Management tailors its financial advice to create a portfolio that delivers on expectations. Therefore, whether they are working with a current sporting professional, retired, manager or coach, the team understand their position and work alongside them to ensure that they achieve the financial goals they are aiming towards. The firm also work closely with a range of professional service businesses such as accountants, solicitors and agents, so that they can offer their clients a full range of support and solutions, and recommend them to the professionals that can help. Taking a jargon free approach, the team at Pro Sport Wealth Management work with clients to understand the financial future they require and put in place plans that aim to achieve these end goals. The firm’s unique knowledge and understanding of the sporting sector has seen it become an official partner of the Professional Footballers Association, offering advice and assistance to current and retired football players. In an increasingly unpredictable and competitive sporting environment it is imperative sports people seek professional independent advice as early as possible in order to plan their financial security well beyond their sporting careers. To support them, Pro Sport Wealth Management work closely with their clients, ensuring their portfolios are performing in line with their objectives, as well as reviewing life stages to develop new strategies as appropriate. The firm is a strong advocate of cash flow modelling, which provides its clients with a much clearer picture of their financial future and gives the firm’s team the opportunities to plan ahead and help clients achieve their objectives. Recently Pro Sport Wealth Management was awarded Corporate Chartered status, which reinforces the firm’s commitment to the highest standards of knowledge, behaviour and service to both staff and clients. Being awarded this status recognises the firm’s professionalism in the financial advice sector and delivers a range of benefits to holders and clients alike. Pro Sport Wealth Management’s commitment to achieving the highest standards of services runs through the organisation; whether that is knowledge, behaviour or client service, the firm’s committed and experienced team ensure that they achieve more than the minimum industry standard. Operating collaboratively to ensure ongoing success, Pro Sport Wealth Management work closely with independent specialists and have built a growing network of carefully selected advisers whom they can trust to offer the appropriate advice and service. The team aim to add value to every client they support, and this will remain it ongoing focus as the firm looks towards a bright, opportunity filled future.