Challenging traditional approaches, our low-fee, evidence-based investment philosophy is designed to grow and preserve your wealth, enabling you to achieve your goals. BRWM's philosophy is founded on Nobel Prize-winning research and supported by some of the world's leading economists, investors and academics.
In establishing what's best for our clients we've travelled to meet many of these investment gurus and we're so passionate about sharing the benefits of our approach that we've set up our own online channel, Sensible Investing TV. We've also helped to produce the UK edition of the investment book 'Think, Act, and Invest Like, Warren Buffett'.
In establishing what's best for our clients we've travelled to meet many of these investment gurus and we're so passionate about sharing the benefits of our approach that we've set up our own online channel, Sensible Investing TV. We've also helped to produce the UK edition of the investment book 'Think, Act, and Invest Like, Warren Buffett'.
Services
About Us
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Barnett Ravenscroft Wealth Management are a UK-based team of wealth managers and financial planners who believe in putting you first. We provide a unique personal service to families, individuals and trustees whose net worth exceeds 1 million. Our evidence-based, low-fee investment philosophy is designed to grow and preserve your wealth - and achieve your lifestyle goals.
Our Philosophy
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Designed to support the lifestyle you choose, BRWM's systematic approach aims to capture the returns of the stock market through a low-cost, diversified investment strategy. We believe that stock markets are efficient and consistently incorporate all available information into their prices, meaning that no investor can consistently outperform others.
How we help
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Our view of wealth management is that it's a journey and we steer a steady course, managing your investment portfolio in your best interests and providing the right support at the right time.
For those near the beginning of their investment journey, our plans focus on managing and accumulating wealth to achieve their goals; for those nearing retirement they're about providing the reassurance that they can still live life to the full without running out of money.We want you to sleep soundly.
For those near the beginning of their investment journey, our plans focus on managing and accumulating wealth to achieve their goals; for those nearing retirement they're about providing the reassurance that they can still live life to the full without running out of money.We want you to sleep soundly.
Our Process
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Your journey to financial freedom with BRWM begins with our unique approach to getting to know you and planning for your future. We'll listen to what you would like to achieve for yourself and your family, what major purchases or disposals you would look to make, what financial concerns you might have and how your circumstances and the demands on your income and savings are likely to change.
Resources
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AcuityINSIGHT: Stock ownership: a slice of the pieThis short educational note focuses on some of the basic features of being a shareholder in public equity markets, which can sometimes be taken for granted when one is familiar with - and regularly invests in - model portfolios comprising equity funds.
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