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.

Enquire Today

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

Testimonials

  • Kevin and 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.