About Us
Jolt Wealth Management's team, has for twenty years, managed private client portfolios. As the investment marketplace changes and develops, we’ve remained focused on the needs of our clients. We embrace the notion that every client has specific goals and unique investing strategies.
We create tailored solutions that aim to meet the complex requirements of private clients and family offices, helping their wealth to grow and legacies to continue.
Many of our clients look after other members of their family’s investments, such as children’s trusts or a spouse’s ISA. Often it is not cost-effective to manage smaller accounts on an individual basis so we offer a service that is managed on a discretionary basis that pools investors' assets.
We are very grateful to have an opportunity to discuss suitability for investment in our fund.
Who We Are
Successful Traders. Trusted Leaders.
When looking to find a suitable partner to support your investment aims there are a number of key attributes you might consider including:
Flexibility of offering - does the investment manager have the right solutions for me?
Ease of use – are they available on platforms and/or have their own platform?
Investment management credentials – is there a robust process?
Reputation – is the firm a suitable long term partner?
We appreciate these questions are not to be taken lightly, but with careful due diligence and a thorough understanding of the business, successful partnerships can be developed to ensure your goals are met in line with your existing investment needs.