At Margetts Wealth Management we offer wealth management advice to individuals, businesses, trustees and charities which is always designed around your individual circumstances.

Our professional team of advisers will engage with you face to face in order to understand your requirements, offering clear financial direction and bespoke solutions that can be adapted to your changing needs.

We believe wealth management to be the formulation of highly tailored planning solutions to your complex personal or corporate financial problems. We engage with you individually to offer sound advice designed to meet your long-term aims and objectives and putting your needs firmly at the centre of everything we do.

A qualified professional adviser will be able to advise you on how to plan in the most tax efficient manner to meet your future financial goals. Your goals may be to protect the people that matter, to provide for children’s school fees, to pay for your retirement, to plan your exit from you business effectively or simply to have some money for a rainy day.

Part of your overall strategy may involve deposit accounts, ISA portfolios, a pension fund, an investment portfolio and other structures or assets including property. In order to meet your many goals and aspirations, it is important that you have a coherent strategy for your accumulated assets which is in line with your risk profile, and that both the strategy and investments are reviewed regularly to ensure that they are on target to achieve your goals.

We are committed to independent advice in order for you reach your financial goals and constructing financial solutions using products from the whole of the market. Margetts Wealth Management Limited is able to act on behalf of a wide range of personal and corporate clients, providing holistic financial advice for individuals and businesses. We are passionate about ensuring the solutions we put in place are effective throughout your financial timeline, no matter how often your circumstances change. We offer wealth management services as follows:

  • Investments
  • Retirement planning
  • Protecting You & your Estate
  • Advice for Business
  • Others Services

Through regularly review of the strategy we put in place, we are able to ensure the solutions we provide stay on course. By following this approach we are confident that we will build and maintain a long term working relationships with our clients.