Our Vision

At Fol Wealth, our purpose is to help our clients meet their goals. Our goal is to achieve excellence in what we do as individuals and as a firm. Our mission is to serve our clients in prudently managing and diversifying risk, in developing best practices and standards, and in capitalising in market opportunities. Our ultimate goal is to build lifetime relationships with our clients by helping to simplify, organise, and instill confidence in their often-complex financial lives.

In fulfilling this mission, Folwealth commits to the following:

  • We are on our client’s side, no question. We are independent and have no commitment to any of the investment providers, we work for clients. We will tell them what we think in perfect candour. We understand that advising clients on what not to do is often more important than telling them just to take up an additional products and services.

  • We will succeed if our ideas are the best; our execution of those ideas and our service to clients are second to none; and if we attract the best people and give them the encouragement and opportunity to develop their talents.

  • We will succeed if we are committed to an open environment that prizes diversity of opinion and encourages every one of us to independent thought and objectivity.

  • Our ratio of financial professional to clients is below the industry norm, which means we have more time to provide competent holistic advice. We will always maintain the highest level of professional qualification. We will support education and training efforts of our staff.

  • Our word is our bond. If we say we will do something, not only will we get it done, we will do it in a timely effective manner, always acting in clients’ best interest. Helping clients grow their wealth is an important part of what we do.

  • We will communicate with clients in an open, fair and not misleading manner. We embrace all of the Financial Conduct Authority principle on “Best Advice” and “Treating Customers Fairly”.

Folwealth is the trading name of Abi Fol Consulting Limited which is Authorised and Regulated by the Financial Conduct Authority (FCA) No 613305
Registered in England and Wales number 08195342. Registered Office: One Mayfair Place, London W1J 8AJ
©Copyright Folwealth 2018              Legal              PI Insurance