We are pleased to reveal our new name, Latitude Wealth Management which replaces our previous name of Gregor Howitt Wealth Management.
Over the years, we have built strong and lasting relationships with all of our clients and our Practice has expanded along the way.
We believe in evolving and innovating to make sure we continue to deliver an excellent level of service that our clients have come to know us for. Now, you no longer rely on a single point of contact, but have access to our team of experts. Therefore, you will experience a much broader financial support and a bespoke relationship.
We have invested time and resource to evolve our name, it is a significant and meaningful milestone for us. We have worked together to create the name Latitude Wealth Management, a name that reflects our team approach.
It does not matter if you are based in Orkney, Aberdeen, or beyond; whatever your coordinates on the map, you can expect the same dedicated service from the same trusted team at Latitude Wealth Management as you always have in the past.
Our Values
Under Latitude Wealth Management, our Team is refocusing our attention to our Practice Values which we use as our guiding principles of how we work with our clients and each other, and we are pleased to share these with you. Our Values underpin everything we do and ensure we are the best we can be to deliver the best outcomes for our clients
Professional
With a keen focus on delivering an exceptional client experience, we work hard to give our clients a high level of confidence in the services they receive from us. We add our own values and build on the already stringent standards required of being a Senior Partner Practice with St. James's Place. We draw on the extensive range of resources and expertise available through this relationship to ensure our advice and services exceed the current industry standards.
Knowledgeable
The financial landscape is constantly changing, and we can be relied upon as a credible source of advice and information in a fast-moving world. We offer advice you can rely on with a personal touch.
Distinctive
With our personal approach, we strive to stand apart. We take time to get to know our clients and their families, to find out what is most important to them, their priorities and goals. We combine expert financial advice and genuine care to tailor bespoke financial plans. We are committed to building long-lasting, trusted relationships through clear and straightforward communications, giving you confidence in your financial future.
‘I am very proud of what my Team and I have achieved over the years, particularly the strength of our relationships with all our clients. I feel humbled that many of our clients choose and recommend us to their friends and family and for all their continued support.
Creating our new name has been a great milestone in our business journey and something that my team were involved in from start to finish.
I want to reassure you that whilst our name is new, our service and commitment to you will remain the same. The relationship you have with me, our team, and St. James's Place will not change’.
Billy Elliott, Director and Financial Adviser,
Latitude Wealth Management
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Although the content of the article was correct at the time of writing, the accuracy of the information should not be relied upon, as it may have been subject to subsequent tax, legislative or event changes.