Financial Advice with a Personal Touch
Empowering professional women and female entrepreneurs to achieve financial freedom, through holistic financial planning and coaching.
Expertise
We offer our clients a wealth of experience in understanding different financial challenges and finding solutions in the midst of often hard-to-navigate financial markets. But discussing financial matters can sometimes be complex and confusing. At Venus Global Finance, we set out to share our expertise in a way that is approachable and accessible. So, whatever questions you may have – feel free to ask!
Empathy
At Venus Global Finance, we don’t view people as numbers or judge them on their portfolios. We recognise that wealth management is a very personal business and we are passionate about offering our clients a caring and compassionate approach, while supporting them to fulfil their financial aspirations.
Exceptional Service
As a company, we take pride in harnessing our skills and experience to help our clients find just the right financial products for them. At Venus Global Finance, our approach to financial planning is not only professional and friendly but also honest and authentic. We are committed to building long-term relationships with all our clients, based on transparency and trust.
Do you need help realising your financial dreams & aspirations?
Are you worried about you and your family's financial security?
Are you dealing with a difficult life transition, such as divorce, redundancy or relocation?
We help our clients with:
- Growing their wealth using tax-efficient structures
- Pensions & retirement planning
- Estate planning & intergenerational wealth
- Ethical & socially responsible investing
- School fees planning
- Financial planning in divorce
- Financial protection plans
- Financial coaching
OUR PROCESS
We guide all our clients through these seven steps to being financially free
1. DECIDE
It is very important to understand why you want to achieve financial freedom and to make a conscious choice to be financially free. During this first stage, we take time to get to know you and to understand what is important to you. We explain how we work and discover whether we are a good fit to work together.
2. DETERMINE
Without knowing where you stand in the here and now, it is very difficult to move forwards with any financial plans. This second stage is about gathering together all the details and data concerning your personal and business finances, and understanding which areas need more attention.
3. DREAM
If you don’t know where you are heading, you may end up somewhere you don’t want to be! In this third stage, we work together to set up your short-term and long-term financial and lifestyle goals.
4. DARE
Each of us needs to know the risks we are willing to take in life when we are managing our money. And it is crucial for us to understand what and how much we can risk when investing. In this fourth stage, we help you to clarify and identify your risk appetite using special tools. These allow you to understand how much you are willing to lose if things don’t go according to plan.
5. DESIGN
Once we have established where you are and where you want to go, we can then put together a financial plan to get you there! In this fifth stage, we research the whole market on your behalf, identifying the best possible options for your unique needs and presenting you with detailed solutions.
6. DELIVER
A financial plan is no use to you without action! Once a plan is agreed, it needs to be implemented. In this sixth stage, we can help you to set up all the accounts and investments you need, along with your protection plans.
7. DISCUSS
Nothing is static – in life or in finance. Plans change, markets move, pandemics happen, and we need to keep reviewing. Our seventh step to financial freedom is about reviewing and discussing your financial plans with you along the way. We work with you to understand what is working and what needs to change – adapting the plan accordingly.
Introducing Hülya
I am an independent financial adviser, personal transformation coach, NLP practitioner and single mother to three boys, including twins! My difficult journey through marriage, motherhood and divorce means I know how it feels to go through major upheavals in life, and I understand the importance of being financially prepared for these changes.
Hülya is a wonderful financial adviser who is fun to work with and very goal-driven. She wants to know exactly what you want then works hard to make sure you can achieve it. She's very attentive and easy going.
– Sophie T
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