Secure your financial future

Your local Plymouth Wealth Managers

Build a trusted, personal relationship between you and your local Wealth Management team - so we can support you to create a more secure financial future.

Request a call back Meet the team

What we offer

We support many clients, advisers and organisations with financial planning and investment management services in Plymouth.

Wealth Management Service

Entrust your dedicated Financial Planner and Investment Manager to provide you with a holistic financial plan and personalised investment strategy.

  • We’ll explore your financial requirements to create a plan that matches your individual needs and goals.
  • We'll give you confidence in your investment decisions based on your investment strategy.
  • We’ll form a secure financial future for you and your loved ones.
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Holistic Financial Planning

A carefully designed financial plan can give you the freedom to do even more of the things you want to do and maybe even things you never thought possible.

  • We'll create a financial plan that matches your individual needs and objectives.
  • We can help you become more tax-efficient with your savings with our range of planning tools and techniques.
  • Professional expertise on hand to organise your investments to ensure you are comfortable with your financial decisions.
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Bespoke Investment Service

Entrust a dedicated expert to make investment decisions on your behalf. We’ll monitor and adjust your portfolio to make sure you don't miss out on opportunities or are exposed to unnecessary risks.

  • We'll construct a bespoke portfolio based on your circumstances and investment objectives.
  • You’ll have direct contact with your Investment Manager, so you can speak to the person responsible for your portfolio.
  • Enjoy the peace of mind knowing your investments are being continuously monitored and adjusted.
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Speak with your Financial Professional

0175 266 6661

Monday - Friday (9am - 5pm)

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About the Plymouth team

Established in 1997, our team of Financial Planners and Investment Managers are here to help you gain a better understanding of your current financial situation and the options available to you. We seek to cultivate long-lasting relationships with our clients, offering them a truly personalised service; with many of our clients being with us for many, many years.

Where to find us

We are always happy to welcome you to the Plymouth office.

1st Floor, 11 Whimple Street
Plymouth
PL1 2DH
Get directions

Meet the team

Request a call back

Get a better understanding of your current situation and the options available to you, take advantage of a free one hour consultation with an expert in Plymouth.

01752 666661 (Open Mon-Fri, 9am-5pm)

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