Independent financial advisers in Roydon, Harlow & Hertfordshire
Real advisers. Lasting relationships.
A family firm trusted for decades — independent, whole-of-market advice for individuals, families and business owners alike.
Advice across every part of your financial life.
Our independent advisers help you plan ahead and meet your goals — whole-of-market, never tied to one provider.
Cash Flow Planning
See your finances year by year with our own planning system, and test the what-ifs before you decide.
See moreInheritance Tax Planning
Map your estate, estimate the inheritance tax and plan gifts, trusts and cover with your family in mind.
See moreSchool Fees Planning
Plan the full cost of school and university, including VAT and fee rises, and how to pay for it.
See moreBusiness Protection
Insure against the unexpected and safeguard your business if something goes wrong.
See moreHow much might you need to retire?
A 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. The performance of your investments is subject to risk. Capital is at risk and you may get back less than you originally invested.
Relationships measured in decades, not transactions.
“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 Brondy“7 questions to ask before you move your pension.”
A short, plain-English guide. Pop in your email and we’ll send it over — no jargon, no hard sell.
Our latest videos
Short, plain-English guides to the things clients ask about most.
Wills
Why a will matters, and what to think about when putting one in place.
Cash Flow Financial Planning
A fundamental concept that plays a pivotal role in financial stability and success.
Income Drawdown
A flexible retirement income option that lets you take control of your pension savings.
Pension Consolidation
Bringing pensions together to simplify your retirement planning and potentially improve your outlook.
Retirement Planning
The essential aspects of planning for income in retirement, and the challenges of this life phase.
Business Protection
Why business protection matters for owners and directors — and the key risks to guard against.
Important information
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.
Your home may be repossessed if you do not keep up repayments on your mortgage. 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.
Independent financial advisers across Hertfordshire, Essex and North London
We’re based at Lynfield, Harlow Road in Roydon. Meet us at the office, by video call or on the phone, wherever you live.
Also serving the villages of Little & Great Hallingbury, Hatfield Heath, Sheering, Matching Green, Matching Tye, High Wych and Hunsdon. Hertfordshire · Essex · All areas we cover →
One quick form. We’ll take it from there.
0333 011 5550
info@thewealthmanager.co.uk
Lynfield, Harlow Road,
Roydon, Harlow CM19 5HH
Prefer to talk first? Use the callback card at the top — we’ll ring you at a time that suits.