Wealth Management
The decisions you make now about your financial future are among the most important you’ll ever make. Wealth management is an essential tool that can help you navigate the complex world of finance and build a secure financial future. It involves a comprehensive approach to managing your finances that will take into account your unique financial situation, risk tolerance, and long-term goals.
Helping you secure your financial future
Expert guidance and advice
Our financial advisers provide you with expert guidance and help you navigate complex financial situations that you might face at each stage of life.
Peace of mind
Working with a financial adviser to manage your wealth can help you feel more confident and in control of your financial future, so you can enjoy life without money worries.
Live the future that you want
We offer detailed financial planning that incorporates retirement planning, tax planning, estate planning, and risk management to help you achieve financial security and freedom.
Secure your financial future
Speak to a Financial Adviser
What does Wealth Management involve?
We offer detailed financial planning that incorporates retirement planning, tax planning, estate planning, and risk management to help you achieve financial security and freedom.
Retirement Planning
Financial Protection Insurance
Wills & Estate Planning
Meet the team
Brian Morman
Dean Baldwin
Lennie Quainton
Jon Rhind
Andrew Jones
Lisa Morman
Our Wealth Management Solutions
Essentially, we have designed three service options that we believe will appeal to, and accommodate, the majority of clients, depending on individual preferences and requirements. These solutions remain flexible to reflect changing circumstances and can be upgraded or incorporate additional services if required.
Wealth Management Standard
Ideal for clients who require financial advice but do not require significant changes to their current financial plan.
Wealth Management Active
Suited for clients who require more frequent meetings with their Financial Adviser, along with more advanced wealth planning.
Wealth Management Bespoke
Our fully tailored solution for clients with more complex financial needs. This package provides frequent communication with your Financial Adviser.
Helpful articles
Investments can fall as well as rise, irrespective of the level of risk chosen and the value of an investment and any income generated from it cannot be guaranteed and can fall as well as rise as a result of market volatility. You may not get back the amount originally invested. Please also note that tax treatment depends on individual circumstances and may be subject to change in the future.