Wealth Management – Are you making the most from your success?

Having set up our Wealth Management Division just 2 years ago we are now proud to report an increasing number of clients who are financially better off than they were before we started! We want you to join them and here's why.

An experienced team

Andy Davies, our managing director and Phil Watson who is our director of operations are both fully qualified Independent Financial Advisers (IFAs) with a lifetime of banking and financial experience under their belts. Andy has been working in the Industry since 1986, spending many successful years at Barclays before becoming an IFA in 2006. He is a member of the Chartered Insurance Institute and has been awarded the Diploma in Financial Planning. Phil has been working in the Financial Services industry since 1983, starting his career with Barclays Bank before becoming a fully qualified IFA in 1999. He is also a member of the Institute of Financial Services and has been awarded the Diploma for Financial Advisers.

our partners

Rathbone Brothers Plc, through its subsidiaries, is one of the UK’s leading providers of investment management services for private clients, charities and professional advisers. We are extremely fortunate to have teamed up with Rathbones as their experience and track record over the past two hundred or so years is second to none. The aim of our partnership is simple: to provide you with the highest quality investment management service. To help achieve this we will promise you the following................ Responsibility
  • Your best interests are our primary responsibility – we will always aim to give you outstanding service and value.
  • You enjoy direct, personal access to your investment manager.
  • The relationship you share with Rathbones is on your terms – your portfolio is built on your unique objectives and requirements; we seek to act with a full understanding of your aspirations and circumstances; communications are delivered when and how you want them.
  • We are transparent regarding any fees or charges associated with your investments.
  • In finding the most appropriate solutions for you, your investment manager can access global investment opportunities.
  • From £100,000 to £100 million, whatever your stage of life, and whatever your aspirations, we have the flexibility to manage your portfolio according to your requirements.
  • Your investment manager draws on an award-winning investment process, informed by a long heritage of expertise.
Taken together, we believe our offering is one of the most compelling in the market. We would be delighted to talk to you in more detail about the service we can offer you, either face-to-face or over the telephone.