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The Advice Process

In simple terms, our expectation is to: De-mystify, Inform, Discuss, Create (a plan), Execute & Review

The Advice Process

In simple terms, our expectation is to: De-mystify, Inform, Discuss, Create (a plan), Execute & Review

We have numerous common titles and potentially take several roles throughout our advice process. Financial Planners. Wealth Managers. Advisors. Guides. Educators.

We will become your ‘go to’ for all things financial. We’ll hold your hand and lead you through the options, testing your decisions as you go, if necessary.

We’ll understand you. In some ways, maybe more than you understand yourself. It is essential we draw out your needs and wants (these are very different), and then your objectives, in order of priority. We must clearly uncover your preferences and expectations. Then we can help you review your situation and compare where you are with where you want to be. Only then do we build the bridge for you. This takes the form of a tailored plan, which we keep under review, with you, throughout the future.

We believe the way to advise you effectively is to truly understand your goals and desires. It is only when your preferences and situation are clearly appreciated by both your adviser and you as our client that a full and complete financial strategy can be appropriately structured. We don’t rush it. It’s too important.

We won’t start thinking of solutions too early in the process, and as Independent Financial Advisers (IFA) we have no preferences or favourite solutions of our own. We start with a blank page for every client.

Of course, it is not that financial products are unimportant; on the contrary, we spend considerable time and energy ensuring that our knowledge is continually up to date and that we have access to the very best options in the market. We just believe that early focus on products should not feature in financial planning.

Financial planning should be a continual evolvement throughout life, which is why we follow a six-step process with all our clients and provide what we believe to be a perpetual service for life.

To find out more, please contact Concierge Wealth Management
on 01903 681138 or email:

What our clients say

The team at Concierge hold a wealth of exceptional knowledge and experience in all different financial arenas. They took on our enquiry about moving move and turned a dream into reality. We knew that we were is safe hands as they carefully led us through every step of the process in a very positive and professional manner.

Stephen Mant, Worthing, West Sussex, Director, SJM Electrical Services Limited

Having been with Concierge Wealth Management for 10 years, they have been excellent in their advice & professional assistance, dealing with my pension, mortgage & investments. They are always available & ready to help. Thank you, Adam & Tracey, for all your help over the years.

Phil Bonetti, Worthing, West Sussex, Proprietor, Bonetti’s Dry Cleaners

I have been with Concierge Wealth Management for 8 years and I am more than pleased with how they have looked after my SIPP Pension and ISAs during this time. I have always felt that I am a very important and valued client rather than just one of a number. From day one I have found Adam to be extremely knowledgeable in all aspects of financial affairs. He works very hard to give best advice and I trust his advice unreservedly and without any cause for concern whatsoever.

Keith Rowley, Worthing, West Sussex, IT Consultant (Retired)

Concierge Wealth Management provide us with a brilliant and professional service. Not only did they guide us through a minefield of complicated loan issues, but their tenacity in obtaining the funds to suit our specific borrowing requirements was second to none. Not only that, they finalised arrangements within the right period to coincide with our plans – congratulations and our sincere thanks to the Concierge team.

Dave Stanbridge, Worthing, West Sussex, Director, R Barker (Tarring) Limited

We have used Concierge Wealth Management for the seven years we have been in business, for both our corporate and personal needs. They take all the strain out of our financial planning and have never failed to meet, but rather always exceed, our expectations. We would not consider using another firm for financial advice. They are excellent value for money.

James and Robert Brooks, London, Directors, Brooks Estate Agents Limited

We have known Concierge Wealth Management for 10 years. Their advice and professional approach has always been excellent. Whether it be for mortgages, pensions or investments you know that they will look after your interests. We very much look forward to working with them in the future.

John & Kevin Dray, Portslade, East Sussex, Directors, DA Dray & Sons, Electrical Contractors
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