Altus Wealth Management was formed in 2018 by two leading North East heavyweights in financial services, namely Perspective (North East) Ltd and RMT Accountants & Business Advisors Ltd, who have had a presence in the North East as far back as 1985 and 1954 respectively. As a result, the wealth of experience gained by Perspective over the years is immediately available to our clients.
We are at the forefront of best practice in the financial services profession, with our primary objective being to deliver high quality, independent and straightforward advice.
Our mission is to be a business with the strength and capacity to create teams of financial advisers who specialise in their chosen discipline, and therefore offer an in-depth, knowledgeable and bespoke financial advice service to our clients.
We believe that the “one adviser does everything” model is outdated. By adopting the “specialist team” approach to the provision of financial advice, this means that we can advise our clients at the highest level within our areas of expertise.
Confidentiality, integrity and accessibility are keystones upon which our service is built. While markets, taxes and financial rules can appear complicated, it just takes the expertise of someone who knows such subjects inside out to explain this to you in simple language. Offering straightforward advice delivered with integrity and keeping confidentiality in mind, is the approach adopted by all our advisers.
Our strapline, “Big enough to deliver, small enough to care” was not developed by a marketing or brand consultancy, but borne out of client feedback as to how our clients perceived our service.