About
About Jörg Schlüter - Your Partner in building real wealth
Hello, I am Jörg Schlüter, and I'm here to help you take control of your financial future.
With over 35 years in the finance industry, Ive seen it all - from the trading floors on London's prestigious investment banks to private banking in the Bahamas.
Ive worked on every side of the financial services world, including:
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Twelve years analysing companies and markets for top tier investment banks
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Leading investor relations for a major corporation (EON)
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Over two decades helping individuals grow and protect their wealth as a stockbroker and wealth manager
Here's what I've learned: the financial industry doesn't always put your interests first. Too often, I've witnessed clients paying excessive fees that quietly erode their returns year after year, making their goals harder to reach.
Thats why I do things differently.
My mission is simple: to cut through the complexity and empower you with the knowledge and strategies you need to achieve your financial goals. No jargon, no hidden agendas - just honest guidance tailored to your unique situation.
Ehether you're just staring your investment journey or looking to optimise your existing portfolio, Im here to help you make informed decisions and build the financial future you deserve.
Let's work together to make your vision a reality.
Who Is Jörg?
I am the founder of Goalset Financial, with a focus on guiding individuals eager to take the reins of their investment journey and financial destiny. My philosophy is straightforward: there is no one more driven to turn your financial aspirations into reality than yourself.
Our Approach
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Empowering Guidance: I'm here to virtually hold your hand, guiding you to the financial destination you desire. Think of me as a coach, not just an adviser. My role is to support, educate, and empower you to make informed decisions about your finances.
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Holistic Understanding: I believe in a holistic approach to financial wellness. This means understanding your entire financial picture, including your emotional, spiritual, intellectual, and physical facets, to create a comprehensive and effective plan.
Our Mission
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Client-Centred Mentoring: In an industry often clouded by conflicting interests, my mission is to offer a service where your interests unequivocally come first. I strive to listen and understand your unique situation, helping you set realistic, achievable, and personally meaningful financial goals.
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Fun and Fulfillment: I aim to make the process of managing finances engaging, rewarding, and yes, even fun. I believe that when you're actively involved and educated about your finances, it becomes an enjoyable and empowering part of your life.
Who We Serve Best
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Self-Motivated Individuals: If you're eager to learn, willing to be coached, and ready to take charge of your financial life, we're likely to have a fruitful relationship. My services are tailored for those who want to gain confidence and insights in managing their finances independently.
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Not for Everyone: If you prefer to remain uninvolved in your financial planning, I may not be the right fit. My services are best suited for those ready to engage actively in their financial journey.
Address
Bishops, Furners Lane, Woodmancote, Henfield, West Sussex, England, BN5 9AE
Phone
07809 892424
