Wealth Management in Wells

We are specialists in wealth management and have been supporting our clients with their finances for over 20 years. Our team consists of some of the most highly qualified advisers in the country. 

We’ll explore your objectives and requirements in detail, taking everything into account to create a personalised and bespoke financial plan.

We create a personalised financial road map for our clients. Prior to investing, we can provide a clear recommendation on areas such as how much you need to save towards retirement, pension consolidation, how much income you can draw from your investments, minimising your tax burden, what return your investments need to generate to deliver your plan and how to pass on your wealth effectively.

We harness the latest and proprietary technology to provide our advice. This can help you visualise your finances and bring your plan to life.

Effective cashflow planning, for example, has the potential to be life changing. Your assets, liabilities, regular saving plan and financial goals can be input into cashflow modelling software. These can be overlayed with different assumptions, such as expected investment growth, to help establish if you have enough money to achieve all your goals.

View an example cashflow plan

We provide a wide range of investment management solutions so we can find the one that best meets your needs, with the aim of delivering optimal risk-adjusted returns.

We’ll work around you, with the ability to hold meetings via video, at your home, at your workplace, or at one of our offices

• Cashflow planning
• Retirement planning
• Pension advice
• Inheritance tax planning
• Investment advice
• Tax efficient structuring
• Protection – life, income, critical illness and business insurance
• Financial planning for divorce
• Financial planning pre and post business sale
• Specialist personal injury advice

We work with individuals from all walks of life and have a diverse client list consisting of people from professional backgrounds (including senior executives, entrepreneurs, lawyers, accountants, consultants and others) and non-professional backgrounds alike.

We typically work with clients with £250,000 or more in investable assets.

This has to be one of the most common questions we are asked as financial planners. The reality is that everyone is different. We’ll take the time to analyse what you spend now, and how this may change in retirement to help provide you with a precise answer. We have written an article on the subject, if you’d like to find out more

We work in partnership with our clients and can take care of all your needs in one place, all supported by industry leading technology.

As well as surrounding you with a team of highly qualified individuals, we have our own platform, can provide the tax wrappers you require, source investment solutions from the wider market or from our award-winning asset management team, and review your protection needs to ensure your family are looked after should the worst happen.

Once you have contacted us, we’ll have an initial discussion to understand more about what you are trying to achieve and how your existing assets and investments are structured. We’ll then have some further meetings to garner an in-depth understanding of your requirements and provide you with a report that outlines our recommended financial plan.

There’s no charge for the initial steps. As our plans are bespoke to your objectives, charges will depend on what’s recommended to you. These will be outlined in full before you progress with us.