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

  • I have been a client of Margetts for over 10 years. James Vickers and the rest of the team have always provided an excellent level of service to me and my family, so I have no hesitation in recommending them for both pension and investment advice. Regards Matthew Kirby  
  • James  was recommended to us by Richard V. For a while we had been promising ourselves that we would sort out our various investments including several pension pots, ISA portfolios and some BTL’s and James was very helpful and diligent in helping us to work out what we had,  how to rationalise the situation and help us plan for the future. Since then he has always been available and supportive so that we feel much more confident about our financial position as we approach retirement. Jackie & Chris
  • I have been using Margetts wealth for a number of years now through my appointed adviser Ian Butler. The service that both Ian and Margetts have provided over this time has been of the highest standard, I would not hesitate in recommending them to any of my friends. MR J.B.  
  • Having been with Margetts for several years there is clear understanding of what service means, you ask questions almost immediately you get an answer, concise and to the point where there is an area of financial depth for research or advice planning , it is put across in a way that you clearly understand. In Fact I have to say a breath of Fresh air to the financial institution,  Kevan/Ian and the rest of the Team at Margetts a pleasure to work with. Adrian Haller Managing Director BRUDERER UK LTD
  • 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.