The Work Index by Flexa

Altor Wealth Management LLP

Altor Wealth Management is an independent financial advisory firm focused on providing bespoke, fixed-fee financial planning services for high-net-worth individuals and families.

https://altorwealth.com/
4.9

/10

Transparency ranking

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Description

Altor Wealth Management LLP is a financial advisory firm based in Hook, Hampshire. They offer a wide range of services, including investment management, tax planning, retirement planning, and charitable giving. Altor distinguishes itself by charging a fixed monthly fee for its services, rather than the traditional percentage-based fee structure. This transparent pricing model aims to align the interests of the advisors with those of the clients, fostering a more collaborative and trustworthy relationship.

Beyond its financial expertise, Altor prioritizes a strong social impact. The firm donates 10% of its gross income to the Altor Charitable Foundation, supporting environmental, developmental, and local causes. Altor has achieved B Corporation status, demonstrating its commitment to balancing profit with purpose and meeting high standards of social and environmental performance.

Flexibility

Office based

Benefits

Altor Wealth Management LLP offers a comprehensive benefits package to its employees. The company provides a generous charitable giving program, matching employee donations to causes they support. Altor also boasts a robust social impact program, with the company donating a significant portion of its gross income to the Altor Charitable Foundation, which supports causes related to global environmental campaigns, international development and relief, and local community initiatives.

Mission

Altor Wealth Management LLP is a firm dedicated to providing independent financial advice and investment management services, all for a clear, fixed monthly fee. They believe in transparency, ethical investing, and social responsibility, prioritizing client objectives over company targets. Altor supports a charitable foundation, actively pursues B Corporation status, and is committed to achieving the highest ethical standards in the financial profession.

Disruptor
Environmental impact driven
Social impact led
Sustainability

Culture

Altor Wealth Management LLP fosters a culture of ethical and socially conscious investment, prioritizing client objectives and independent advice. They champion transparency and fixed fees, rejecting commission-based models. Their commitment to corporate social responsibility is evident through their 10% gross income donation to the Altor Charitable Foundation, a testament to their values of balancing profit with purpose.

Progressive

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