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About

Executive Wealth Management Ltd provides bespoke financial advice to private clients, small business owners, families and trustees predominately on a fee basis. Our clients come from all walks of life and we are not restricted on where clients reside, as we have clients all over the UK, although predominantly our clients are based in Wiltshire and the Thames valley corridor.

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Q&A

Talking with clients and helping them fully understand their finances.

I did not like the way the large financial advice companies were becoming less client focused and just focused on the amount of income each client generated. I felt that was not the right way to build a long term relationship with my clients.

I always talk to clients in a simple, no fuss way to help them understand what can be a very complicated industry. My initial work is undertaken on a fixed fee basis, so the client will always know up front what they will pay rather than being charged on a % of whatever they actually invest.

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