Welcome to Concierge
Wealth Management
We are a team of financial advisers based in West Sussex who provide a truly tailored and professional financial planning service to individuals and companies in all aspects of the financial arena.
Our philosophy is to place you in an informed position, empowering you to make excellent, appropriate decisions about your finances, under the protections of tailored advice and insightful guidance. We seek to demystify the complexities that come from an overabundance of the options available. We are here to maximise opportunities available to you, and in turn minimise financial threats, cost effectively.
Lets consider your views, needs and circumstances to design a bespoke plan and then review it regularly together over time, ensuring delivery within a predictable timeframe.
As Independent Financial Advisers (IFA) with over 50 years’ combined experience, we offer bespoke financial planning services to discerning clients. Put simply, we seek to develop strategies that exactly reflect what you want to achieve with your wealth, and review the plan regularly over time.
An attentive advice service that ensures your financial aspirations are met on target and on time
Whether it’s investing, retirement planning, saving for the future, family protection or estate planning, Concierge Wealth Management has it covered. Our approach is a process of exploring your needs and listening to you, so we can recommend solutions that reflect a balance between your competing needs and desires, ultimately providing you financial success and security.
We love to talk. Speak to a Concierge Wealth Management adviser today.
Concierge Wealth Management Ltd is an Appointed Representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority, the registration number is 223112.
Registered office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, RH12 4QP. Registered in England and Wales No 04490633.
Concierge Wealth Management Limited registration number 7697178. Concierge Wealth Management is entered on the FCA register (https://register.fca.org.uk/) under reference 562812
The guidance and/or advice contained within this website are subject to the UK regulatory regime and are therefore targeted at consumers based in the UK