Based in Titchfield, Hampshire, we have been in business for over 35 years.
Wealth Manager has built up a network of professional contacts both locally and further afield enabling us to draw on legal or accounting support from the best in the business.
We all know that things change over time. The key to achieving your goals is to spend time identifying your priorities and then monitoring your progress as life takes its twists and turns. Good financial advice needs an ongoing relationship between you and your trusted adviser.
Robin formed the business over 25 years ago to look after the financial needs of clients introduced by accountants and solicitors. He began his career with the world’s largest brokerage, instituted global pension schemes and returned to the UK joining Europe’s largest mutual assurer. Family generational wealth management has always been at the forefront of the business.
Our service starts with finding out about you and your life ambitions. We will provide a report based on your circumstances and offer advice on how best to achieve your financial goals.
We know life can change so we will be there to help you review your progress and to adapt to new situations.
Protecting your family from the financial effects of death or illness
Financing your house purchase
Funding for retirement
Investing for the future
Financing education
Planning to work abroad
Passing your wealth onto your family
WealthManager Crofton Coach House 303/301 Titchfield Road Titchfield HAMPSHIRE PO14 3ER
Tel +44 (0) 1329 842707 E-mail: info@wealthmanager.co.uk
Wealth Manager - A division of Magill & Co Ltd Authorised and Regulated by the Financial Conduct Authority.
With No. 144104
Registered in Cardiff with Company No. 2371886
The value of investments can go down as well as up, so you could get back less than you invested.