MD Wealth Management Ltd
Long Stratton
Long Stratton
We are committed to building and sustaining long-term client relationships based on trust, superior service and the quality of our advice.
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What do you love most about your job?
Helping clients make the right decisions and to give jargon-free advice to help them on their financial journey.
What inspired you to start your own business?
Communication. In many walks of life, the biggest frustration with clients is communication, I get back to all my customers in a prompt manner, explaining things in a clear and precise manner.
Why should our clients choose you?
I want to take the effort out of wealth management, I want to make it easy for clients to feel in control and have access to information without any complications.
Can you provide your services online or remotely? If so, please add details.
Happy to do meeting via Zoom but prefer face to face as any type of financial advice is so personal, you need to be able to trust your advisor
Home or Office Visit
I am more than happy to visit you at your home, office or our office in Long Stratton with no obligations
Mortgage Advice
Having the qualification and experience of mortgages, I like to offer advice that suits each client individually.
I am able to offer a comprehensive range of first charge mortgages from across the market, which lenders make available to mortgage intermediaries.
Equity Release
Equity Release is a serious decision and not to be taken lightly. I take a holistic view of your finances, to make sure this is appropriate to you and your family.
Investment Planning
Giving you options and advice so that you understand it is my approach. This gives you control of your money and can be viewed by our online portal, giving you updates whenever you want.
Pension Planning
Do you understand your pension?
Do you know what you have now and at retirement?
Do you know what your pension is invested in?
These are some of the questions I help to answer.
I am happy to assist from starting a new pension, to consolidating existing ones or just to help clients understand what they have.
Knowledge is the most important part of pension planning.
Protection Planning
After a discussion with my clients, I will offer what I believe are important areas to protect.
They will be bespoke to your circumstances and compared with all our top providers to get the most competitive price for you.
