Satis Wealth Management

Ben Sherwood, a Chartered Financial Planner and co-founder, leads the firm. He is supported by a team of financial planners including Debbie Wilson, Vall Wilkinson, and Chase Reid. The firm does not operate a separate CIO function; investment philosophy and portfolio construction appear to be collectively managed by the planner group under Chartered professional standards.

No. Satis does not publicly disclose an AUM or AUA figure in its firm literature, website, or any sampled regulatory filing. The firm maintains a private posture on client asset scale.

No. Satis Wealth Management operates as a Chartered financial planning firm serving a range of private clients with complex wealth planning needs. It functions as an independent advisory practice, not a dedicated single-family office.

Most UK wealth management firms operate under a 'suitability' standard, which requires that recommended investments be appropriate for the client. Satis states it has adopted a fiduciary standard, meaning the firm must place the client’s interest above its own at all times. The firm makes this standard central to its ethical culture and charging philosophy.

Yes. Satis works with a sister firm, Satis Tax, to align clients' wealth management with tax planning. This structure allows the firm to coordinate investment strategy with tax optimization without housing both disciplines under a single regulatory permission.

The firm’s documented investment approach is anchored in diversified, liquid portfolios across equities, bonds, real estate, cash, and commodities. There is no public indication of direct private company investing, venture capital, or club deal participation. Its philosophy emphasizes simplicity and evidence-based long-term holding.

Ross Badger and Ben Sherwood founded Satis in 2012. Ben Sherwood remains the firm’s lead Chartered Financial Planner. Ross Badger is listed as Founder on the team page but no specific operational role is described.