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CTL Wealth Management Ltd
Financial Advice |
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| TEL: 01706 622 511 |
CTL Wealth Management Ltd
IFA
MANCHESTER |
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| TEL: 01706 622 511 |
CTL Wealth Management Ltd
Rochdale/Bury |
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| TEL: 01706 622 511 |
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BUSINESS PROFILE:
Welcome to CTL Wealth Management. The Company set up by Colin T
Lambert began trading earlier this year, but do not read this as new to
financial planning!
Colin has over 25 years in the profession having
reached management positions with several leading building societies and
national accountancy practices. We have considerable experience in advising
clients in terms of wealth creation and perhaps more importantly, in the
management and preservation of that wealth.
Our mission and goal is to
achieve a positive influence on the financial wellbeing of everyone that we are
involved with. Many people today have lifestyle coaches or personal trainers
and this is where we like to think of ourselves as your financial coach. We
should be people that you like, trust and respect.
We believe that you
will feel more comfortable by paying fees for the advice, rather than waiting
for the hard sell! As your financial coach, we work for you and not the
financial institutions. We tell you the situation like it is, not what you
would like to hear. You need to work with people who have the courage to tell
you the truth. We look at all aspects of financial investing for you, from
traditional investment methods to new opportunities.
It is our
responsibility to provide you with the confidence and direction to achieve your
goals. Life they say is one long journey and we aim to make your journey with
us as enjoyable as possible .
Commitment
you know you are on the right path You will have had time to
consider the first meeting and your gut feeling will be telling you…we are
a company that you can trust and we are people you like and can respect. When
you’re happy that we are the people for you, we will get together for the
Commitment meeting.
This is where we mutually agree to commit to one
another via a letter of engagement, pledging to work together over the years
ahead. The first stage of the commitment process is to look at which services
are required by you and what we have to do to meet your expectations, not only
today but in the future to.
You will then authorise us to transfer the
servicing of your investments to our agency. At this stage, we will agree upon
our terms of business, which will need to be signed by both parties, and the
fees involved. |
 If you would like to find out more about CTL WEALTH MANAGEMENT
please complete the form below: |
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CONTACT CTL WEALTH
MANAGEMENT |
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Home Page
Email: 
Website: 
Contact: Colin T.
Lambert
