Our Wealth Management team is comprised of expert analysts and advisors who work with you to structure and manage your portfolio, and help you to evaluate the optimal level of risk and exposure to achieve your personal investment and profit goals.
We are well versed in the science of enhancing your financial situation and provide a full range of financial services products to our clients. We specialise in being able to identify the right products and services to suit both you and your circumstances.
Our offering is consultative, and therefore client centred. Our aim is to understand our client and what is important to them and why. Linear take a holistic approach to your wants and needs, coordinating all aspects of our client’s situation and giving you access to the right member of our team to achieve the best results for you.
You are the primary focus of our Wealth Management business. We listen to your goals and plan according to the correct level of risk and reward. We start our relationship with you from the vantage point of assessing your objectives, and build a programme that works for you. We suggest solutions, project manage your requirements, and consult on strategy.