The Wealth Manager is a family-run firm of independent financial advisers based at Lynfield House in Roydon, on the Essex and Hertfordshire border. Most of our clients live within a few miles of us, and we are happy to meet at our office, by video call, or by arrangement. Wherever you are in the UK, a free first conversation is the place to start.
Towns and villages we serve
Roydon
Our home. The Wealth Manager is based at Lynfield House on Harlow Road, and Roydon clients are welcome to drop in to the office or arrange a video call.
Harlow
Our nearest town and where many of our clients live and work. Pensions, mortgages, protection and financial planning for families and business owners across Harlow, Old Harlow and Church Langley.
Sawbridgeworth
A short drive from our Roydon office. We help Sawbridgeworth clients with retirement planning, investments and mortgages, in person or by video.
Epping
Financial planning for Epping and the surrounding villages, from first mortgages to pension consolidation and inheritance planning.
Nazeing
On our doorstep. Nazeing clients can meet us at the office in Roydon or arrange a video call at a time that suits.
Stanstead Abbotts
Along the Lea Valley from Roydon. We work with Stanstead Abbotts residents on pensions, protection and long-term planning.
Bishop’s Stortford
Independent, whole-of-market advice for Bishop’s Stortford families and professionals, including mortgage advice from our specialist Kealy Ball.
Cheshunt
Cheshunt clients in Hertfordshire come to us for pensions, investments and protection, and for straightforward mortgage advice.
Waltham Cross
Financial planning for Waltham Cross and the Lea Valley, including pensions, investments, protection and mortgage advice.
Waltham Abbey
Pensions, investments, protection and mortgage advice for Waltham Abbey families and business owners, in person or by video.
Hoddesdon
Financial planning for Hoddesdon and Broxbourne, covering retirement income, investments and family protection.
Hertford
Independent advice for Hertford families and business owners on retirement planning, investments and protecting what matters.
Ware
We advise Ware clients on pensions, investments, mortgages and protection, with a free first conversation to see how we can help.
We also look after clients throughout the surrounding villages and across Hertfordshire and Essex, including Roydon Hamlet, Eastwick, Hunsdon, Hunsdonbury, St Margarets, Broadley Common, Hailey, Great Amwell, Gilston, Lower Nazeing, Bumble’s Green, Wareside, Broxbourne, Much Hadham, Hatfield Heath and North Weald. If you are nearby and not listed, please do get in touch.
Clients further afield
Distance is no barrier. Many of our clients across the UK work with us entirely by Google Meet video call and telephone, with documents shared securely. Both advisers offer a free initial meeting, which you can book online in a couple of minutes.
What we help with
Pensions and retirement planning, investments, personal and family protection, business protection, and mortgages. Laurence Gould leads on pensions, investments and business protection; Kealy Ball is our mortgage and protection specialist.
Start with a free chat
No obligation and no pressure, just a straightforward conversation about where you are and what you would like to achieve. Choose whichever adviser suits your needs.
Book a meeting with Laurence or KealyImportant: This page is general information about the areas we serve and the services we offer. It is not personal financial advice. The performance of your investments is subject to risk. Capital is at risk and you may get back less than you originally invested. Think carefully before securing debts against your home; your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.