The Wealth Manager
Roydon
(6)
Roydon
(6)
We put clients at the forefront of our business, we listen and offer analysis of clients needs and aspirations.
We are totally Independent and engage with all the companies and products in the market place.
Offering Specialist advice in the area of Pensions and Investments.
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6 customer reviews
Chris obrien
Absolutely fantastic service would recommend to anyone. Friendly team to work with. Efficient service. Thanks
Barbara Jones
I have invested my savings with this Company for many years and have always had good advice, including answers to my numerous questions.
Joanna Trionne
I have always been very pleased with the service and results I have received from them
Claire
Laurence made my first experience with a financial advisor a pleasent one putting me at ease throughout the process looking forward to working with IFA Home Counties for the future
Shaun Franks
I was referred to Laurence by a friend and i am happy with the advice i have received to date
Karen Brondy
I had a number of pensions and investments and they have been very well handled since 2009
What do you love most about your job?
It gives great satisfaction to know that my clients are placed in the best possible area for there needs.
What inspired you to start your own business?
I decided in 2008 that clients needed a service which offered clear and independent financial advice with fare and clear fees.
Why should our clients choose you?
I have 25 years experience in financial services and i have taken and passed all the qualifications that are avaiable
Pension Specialist
Analysis of Occupational Pension Arrangements, Personal Pensions, Stakeholder Schemes, Self Invested Personal Pensions, Contracted Out of SERPS arrangements etc.
You could be stuck in a high charging poor performing arrangement, let us offer our independent analysis
Xray of your current Investment portfolio
We can offer a deep scan of your current portfolio in order to ascertain the real value and returns and the risk level.
Estate Planning Service
Have you made the first step in Estate Planning by making a will, if not we can help. If you have already made a will you might be interested to know that by a few adjustments you may help keep your wealth within the family this may be by making adjustments for Inheritance Tax or to avoid Old Age care home fees. We offer a free initial consultation
