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

Estate Planning Advice

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.

Estate Planning Advice

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.

Estate Planning - wills & trusts

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

Retirement Planning

Retirement planning is crucial to ensuring you can maintain your lifestyle in retirement. Without proper planning, you risk outliving your savings and being unable to afford basic expenses.

Financial Protection Insurance

Protecting yourself and your loved ones against unforeseen circumstances is of utmost importance. Our financial protection products are designed to provide you with peace of mind and financial security in the event of illness, injury, or unexpected loss.
Estate Planning Advice

Wills & Estate Planning

People spend a lifetime building their wealth and their assets but can give little thought to what happens to those assets after they pass away. Effective Estate Planning can ensure that you retain an influence over what happens to your Estate when you’re no longer around.

Meet the team

brian morman chairman

Brian Morman

dean baldwin financial adviser

Dean Baldwin

lennie quainton financial adviser

Lennie Quainton

Chartered Financial Adviser
jon rhind financial adviser

Jon Rhind

Senior Financial Adviser
andrew jones financial adviser

Andrew Jones

Senior Financial Adviser

Lisa Morman

Chartered Financial Adviser

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.