About us

We are driven to our steadfast commitment to excellence in wealth management. We deliver a team of educated experienced and action-oriented professionals dedicated to helping you achieve your goals. Our job is to help you select the investments that have the highest probability of getting you the outcomes you want – and never to just sell investment products.

At Altior, we feel too many other financial planning firms seem only focused on gross investment returns and pay little heed to taxes or to helping clients achieve specific financial goals.

This has led to our business plan that emphasises limiting costs, minimising taxes and delivering consistent investment performance through a rigorous investment process. Altior’s approach instead focuses on the amount of money our clients keep after fees and taxes, as opposed to focusing on gross returns. To do that, we strive to keep portfolio turnover – and associated fees and taxes – as low as possible.

How Are We Different?

We believe that you will want your financial adviser to put you at the centre of their thinking and so we aim to work with you, building on your strengths to help you realise the goals that you have set yourself. To make the most of this partnership, we offer support across the board, where you need it and when you need it. By maximising your strengths we will help you achieve your aims and that is why these three words underpin our client philosophy. This is what we offer because this is at the heart of what we believe.

Educate. Engage. Empower.

We are your financial adviser, your consumer advocate, and an impartial sounding board. Above all of that, we are a way of thinking. We communicate that way of thinking through our meetings, blogs, videos, social media and events. Everything we do is all centered around the people we are most passionate to serve … you!

Altior’s mission is to build a community that makes the world of personal asset management more welcoming and changes how and why we engage in financial planning.

Based in the Cotswolds and led by a group of passionate individuals, we pride ourselves in doing the things to change the world of financial planning to be more inclusive, enriching, and (dare we say it) enjoyable.

At Altior, We Will:

• Only select investments that are considered best-in-class for our client’s needs, we also aim to minimise unnecessary investment expenses wherever possible.
• Can coordinate financial planning, estate planning, investment management and risk management, all in-house with a central point of contact.
• Assign you an advisory team with a strong business background, including specialist pension and investment qualifications as well as degrees in business, finance and economics, plus Chartered Accountancy qualifications.
• Estate and tax planning are also critical components of wealth management, so we also work closely with suitable professionals who can help deliver a comprehensive and holistic approach to money management and financial planning for decades to come. Because it’s not just about what you earn on your portfolio but what you keep after taxes.
• Will always respond to your questions promptly and deliver what we consider to be unrivalled levels of service.