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First Consultation

What can we do for you?

Get in Touch With Us

We offer wealth management services to individuals with at least GBP 500,000 to invest. Interested? Then we invite you to sit down with us to talk about your personal situation, financial goals, expectations, and concerns. We'd be delighted to explore how we might work together.

Arrange a Meeting

When you contact us, we'll arrange a meeting with an experienced relationship manager. Based on what you initially tell us, we will find someone we feel - for reasons of culture, language and background - would be most compatible with you. You tell us where you'd like to meet and when. Whether we come to you or you to us is entirely a matter of your personal preference.

Expect to Be Heard

Our initial meeting is intended to allow us to get to know each other. Obviously, the more you tell us about yourself, the easier it will be for us to tell you what we can offer. But you are under no obligation. We pride ourselves above all on our ability to listen. Whatever you have to say, you can be sure we will pay close attention. Because we have been in this business a long time, expect us to ask questions as well. As financial consultants, we feel that knowing what to ask is a key prerequisite to offering quality advice.

Consider Our Analysis

After our initial talk we should have a good understanding of who you are and what you are looking for. With that, we'll prepare an initial assessment for you. That's the first step in developing a detailed, personal financial concept. If you decide to work with us, the assessment will serve as the basis for further discussion.

We Look Forward to Seeing You

If you want to know more about the advantages of working with a financial consultant from Credit Suisse, simply make an appointment for an initial, no-obligation consultation.

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Get in Touch

For more information on our Wealth management offer:
+44 (0)1534 880163