WHO IS VAULT?
Vault Accountants and Financial Advisers (Vault) is an independent advisory group that offers a compelling array of specialists under one roof. Unlike similar advisory firms, we are structured to offer expertise across the entire financial planning landscape.
WHAT ARE THE BENEFITS OF THIS STRUCTURE?
It is the most efficient and effective way of integrating all the elements of our clients’ finances, and saves them the effort of managing multiple advisers from different specialisations, in numerous different locations. However, most importantly, it ensures that when appropriate, advice from each area of specialisation is not done in isolation of all other financial and legal considerations. Being fully informed of our clients’ financial circumstances and their goals, allows us to mitigate the risk of knowledge gaps. This places us in the ideal position to maximise their returns, and create cost-savings and wealth-creation opportunities that only a wholistic approach delivers.
We’re big picture thinkers but with an eagle eye for detail. Both these disciplines are ingrained in our culture and the approach we take to each and every client’s circumstances.
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