Holistic Financial Planning
A thoughtfully structured financial plan can empower you to enjoy more of what matters most—and perhaps even achieve goals you once thought were beyond reach.
+41 22 508 30 25
+44 20 4577 1828
+41 22 508 30 25+44 20 4577 1828A thoughtfully structured financial plan can empower you to enjoy more of what matters most—and perhaps even achieve goals you once thought were beyond reach.
Our personalised and cost-effective approach enables our Financial Planners to build a meaningful relationship with you and develop a financial plan tailored specifically to support your long-term goals.
Individuals and families seek our professional financial planning advice for many different reasons. We’re here to help you build a more secure financial future for you and your loved ones.
You’ve decided that now is the right time to take control of your financial life. Find the most efficient ways to organise your finances and investments by delegating the responsibility and taking advantage of professional expertise.
You have a specific goal in mind, such as saving to pay for your children’s education, paying off your mortgage or consolidating several pensions into one scheme.
Something has happened in your life, such as an illness, or is about to happen, such as approaching retirement, and you want to make sure you and your family are in a secure financial position.
You’ve received a large sum of money – perhaps from your pension, an inheritance, settlement or business sale – and you want to work out how best to organise and structure your wealth.
Explore our latest commentary, detailed guides, and articles to help you stay informed on important financial topics. Sign up to receive regular email updates with our newest insights.
Life is full of unexpected twists, yet many people share similar financial priorities at different stages of their lives. It can be helpful to reflect on your own financial journey through these key life stages.
Managing your finances in your 20s isn’t always a priority even though you may be taking on your own financial responsibilities for the first time; it's good to start with the basics.
Even when day-to-day life is really busy, it’s important to keep your financial future in focus with things like pension planning and making the most of other tax-efficient investments.
They say life begins at 40, and these peak earnings years are a good opportunity to enjoy your hard-earned money and maximise your savings and investments.
As family life changes and you start to think about stepping back from work or retiring completely, you’ll want to make sure any decisions you make are backed by solid financial plans.
Now’s the time to enjoy the financial security that’s come from your hard work and careful financial plans by using your savings and investments in the most efficient ways to enjoy your life.
In your later years, you’ll be thinking about what you can give to others now and in the future, and organising your assets to make sure your family don’t pay more tax than they need to.
There's a great deal to consider when creating and putting your investment strategy into action. We've brought everything together into these five key stages:
It all starts with a conversation – this will give you the opportunity to tell us more about your situation and what you'd like to achieve. We take this time to get to know you, your aspirations and your long-term goals, so we understand what you would like to achieve from your bespoke investment portfolio.
We're happy to work with you or we can arrange a meeting with our specialist Financial Planners to build a broader plan. Alternatively, we can work with your existing Financial Adviser if you have one.
Providing high quality service to our clients
are satisfied with the quality and promptness of communication
Respondents from our 2024 Private Client Survey.
Excellent personal contact from my financial adviser and his support team.
2024 Private Client Survey
Highly professional excellent service and support.I am so relieved and reassured to have my finances looked after by the team at SITE_NAME.
2020 Private Client Survey
Since our personal contact with SITE_NAME began, I have felt very reassured about the future for not only us but our children and grandchildren even with the uncertain turmoil at the moment with the markets. I have confidence in them. This means a lot to me as I do not understand the workings of the Stock Market at all. Thank you.
2020 Private client survey
We’re proud to be shortlisted and winners of many awards and accolades, as they showcase the value of our esteemed colleagues and high-quality services we provide by both our industry peers and clients themselves.
Contact us today to discuss how Dalton Steiner can help you.
+41 22 508 30 25 (Open Mon-Fri, 9am-5pm)
