WORKING WITH ACCESS

PIECING TOGETHER YOUR WEALTH PUZZLE

meet-the-team

Working with Access

We work with you for either a fixed fee or an hourly rate and sit on your side of the table. Being product and provider neutral from a revenue perspective gives us the choice of the whole market, as advisers we do not charge a percentage of funds under management which allows a wider choice for you. It’s also comforting to know that we will only recommend investments, which are best for you.

Access Wealth Management will control all aspects of asset allocation policy via its Investment Committee. Minutes and economic forecast, together with asset allocation performance and other relevant data is available to our clients online via the customer login section.

Carl's Corner

Carl Richards is a CERTIFIED FINANCIAL PLANNER™ and the director of investor education for the BAM ALLIANCE. Over the years Carl has produced simple sketches, that make complex financial concepts easy to understand.

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