Our Services

Margetts Wealth is a team of independent financial advisers offering effective wealth management and holistic financial planning solutions to both individual and corporate clients

Our core values are centered around our clients, providing bespoke planning solutions, clear financial direction as well as excelling in providing high levels of ongoing customer service.

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Protection

– Fundamental To The Success Of All Financial Planning

Retirement Planning

–Be Confident About Your Retirement

Investments

-Investment Architects

Business Owners

Solicitors and Accountants

Corporate

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Testimonials

  • With all the uncertainties in todays world, I am relieved to know that my financial interests and investments are continuing to grow steadily under your expert guidance. I have no hesitation in recommending Margetts Wealth Management to my family, friends and colleagues when I get the opportunity. It is nearly ten years that you have been working on my behalf, to protect and grow my pension, my cautious investments, my recent more adventurous foray into the AIM investment and I commend you and your colleagues on your professional capabilities. I look forward with confidence to a secure financial future. John Porter
  • ‘ I have consulted the firm of Margetts since the company started in  business and more specifically James Vickers for personal financial advice over the past seven years or so. His advice is good and relevant to my needs and requirements. Furthermore he communicates advice in understandable and ‘non financial ‘ language. I see him face to face 3-4 times a year and he is readily available by telephone. I will confidently ask for his advice for the foreseeable future.’ N.S.  
  •   Ian has been instrumental in helping us to  decide on our future financial plans.We came to him by recommendation and he has been superb.As a complete financial/tax phobic he has enabled me to work out a plan that will drive my being able to retire in 5 years, something that wouldn’t have been possible without shrewd financial advice and a complete understanding of our current circumstances.Ian has the ability to explain complex financial matters in an easy to understand and professional manner and this, along with his approachable manner ,make the whole experience less daunting.It should also be noted that Ians’ wider team are exemplary - quick to respond when contacted and always helpful.Highly recommended.     Sharon Preston
  • Having received personal and business Financial Advice from various sources for over over almost three decades, being recommended to Margetts Wealth ‘feels like a breath of fresh air’ We are receiving very sound advice based on our needs and goals, always delivered in a clear and understandable common sense format, with genuine regard for us as people. I only wish we had had Margetts as our advisors for the last 30 years. We would recommended without reservation. Jayne Leach and John Curtis Q.L,S Global Limited
  • Three Pines have been a client of Ian Butler's and Margetts Wealth now for 9 years. Ian has always been very professional in his approach, giving his commitment and understanding to the business needs. We would highly recommend Margetts Wealth to anyone requiring these services knowing they would receive the impartial advice and support needed to make business decisions easier.   Alan Bradshaw Managing Director
  • All the team at Margetts Wealth have been an absolute pleasure to work with. They quickly gained a grasp of what was important to me and have put in place long lasting planning solutions which are relevant to my situation. They are extremely proactive and keep me informed regularly. Where I do require any updates, they always respond swiftly and effortlessly. The most important aspect to me is being kept up-to-date and their ongoing review proposition is a superb service. Their remuneration structure is extremely flexible and I can't recommend them highly enough!
  • At AGS we have been referring our most trusted clients to Margetts Wealth for nearly 10 years now. Margetts Wealth are not your conventional financial adviser, using “reactive advice”, instead we quickly learnt they establish a proactive programme for our mutual clients with a full financial planning service through regular business plans and reviews. In today’s complicated financial marketplace, professional and impartial advice is paramount for your company to succeed. All of the advisers at Margetts are committed to understanding you and your requirements and tailor their solutions to your needs. May long our relationship continue. Steve Aston FCCA – Director, AGS Accountants and Business Advisors Ltd.