What is Satis Wealth Management?
Satis Wealth Management is a Chartered financial planning firm nestled in the heart of Pall Mall, London. They focus on delivering a straightforward, enjoyable wealth management experience that leaves clients feeling confident and at peace with their financial future. Their expertise lies in handling complex and ongoing wealth planning needs, making them a trusted partner for those seeking tailored financial guidance.
Main Benefits of Satis Wealth Management
Here’s a quick snapshot of what makes Satis stand out:
- B Corp score of 109.6, reflecting strong ethical and sustainable business practices
- Specialisation in retirement planning, investment structuring, income sequencing, charitable giving, and estate planning
- Collaboration with sister firm, Satis Tax, to align wealth management with tax planning for optimal financial outcomes
- Fiduciary standard adopted, ensuring client interests always come first
- Client-focused approach designed for those with complex financial needs
The Ethical Culture at Satis
Ethics aren’t just a buzzword at Satis – they’re the foundation. The board has embraced a fiduciary standard, which means they put clients’ interests ahead of their own, every single time. This is a step above the more common ‘suitability’ standard, where firms only need to recommend investments that are reasonably suitable. At Satis, it’s about doing what’s truly best for the client, no exceptions.
Understanding the Fiduciary Standard
So, what does fiduciary really mean? In simple terms, it’s a promise to act in the client’s best interest at all times. This contrasts with the suitability standard, which just requires a reasonable basis to believe an investment fits the client’s goals. Satis has woven this fiduciary culture into every part of their philosophy, ensuring transparency, trust, and integrity guide every decision.
The Story Behind the Satis Name
Ever wondered about the meaning behind the name? ‘Satis’ is a stem word meaning ‘plenty’, ‘fulfilled’, and ‘complete’. It perfectly captures the firm’s mission to help clients achieve a sense of financial fulfillment. The logo’s three ‘tears’ are inspired by the tomoe, a weapon wielded by Daikoku, the Chinese God of Prosperity – a symbol of wealth and good fortune. It’s a nod to the firm’s commitment to prosperity and success for their clients.
Project Impact and Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth – promoting sustainable economic growth through ethical financial planning
- SDG 10: Reduced Inequalities – ensuring fair and transparent wealth management practices
- SDG 12: Responsible Consumption and Production – encouraging responsible investment strategies
- SDG 16: Peace, Justice, and Strong Institutions – fostering trust and integrity in financial services
Secure Messaging and Client Access
Clients with a username and password can log in securely at Satis Secure Messaging Portal. If login details are missing, a quick email to info@satisuk.com will get things sorted. For general inquiries, the homepage Satis Wealth Management website offers contact options including phone at 0203 840 9970 and email support. It’s all about keeping communication smooth and secure.
