Independent financial planning
Real advisers. Lasting relationships.
A family firm trusted for decades — independent, whole-of-market advice for individuals, families and business owners alike.
A family firm trusted for decades — independent, whole-of-market advice for individuals, families and business owners alike.
Our independent advisers help you plan ahead and meet your goals — whole-of-market, never tied to one provider.
Insure against the unexpected and safeguard your business if something goes wrong.
See moreA 30-second estimate to get you thinking. For a number built around your real circumstances, the next step is a free chat with an adviser.
*Illustration only — not financial or pension advice. The monthly figure assumes roughly 5% average annual investment growth before charges; the estimate ignores the State Pension, existing savings, inflation and tax. Your real figures will differ. Growth rate and wording to be confirmed for compliance.
“Laurence has helped me with my finances for well over 10 years. He explains things in a language I understand — patient, helpful and easy to contact.”
Frances Moore“I have invested my savings with this company for many years and have always had good advice, including answers to my numerous questions.”
Barbara Jones“I had a number of pensions and investments and they have been very well handled since 2009.”
Karen BrondyA short, plain-English guide. Pop in your email and we’ll send it over — no jargon, no hard sell.
Short, plain-English guides to the things clients ask about most.
Why a will matters, and what to think about when putting one in place.
A fundamental concept that plays a pivotal role in financial stability and success.
A flexible retirement income option that lets you take control of your pension savings.
Bringing pensions together to simplify your retirement planning and potentially improve your outlook.
The essential aspects of planning for income in retirement, and the challenges of this life phase.
Why business protection matters for owners and directors — and the key risks to guard against.
Important — investment risk
The performance of your investments is subject to risk. Its performance may fluctuate based on movements in the market and economic conditions. Capital is at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of future performance. Tax treatment is based on an individual’s unique circumstances and may be subject to change.
0333 011 5550
info@thewealthmanager.co.uk
Lynfield House, Harlow Road,
Roydon, CM19 5HH
Prefer to talk first? Use the callback card at the top — we’ll ring you at a time that suits.