About Us

We are Independent Financial Advisers (IFA) and Wealth Managers with over 60 years combined experience.

Become a client

The Way We Work

“At Concierge Wealth Management, customer service is not a department, but our whole ethos. It is the dominant culture of the firm. Our principal goal is to surprise and delight our clients with the standard of service and with value for money.”

TRACEY JOHNSTON, Head of Administration

Our Approach

As Independent Financial Advisers (IFA), we begin with a blank page for every client. We take time to understand your complete financial picture before recommending solutions tailored to your unique circumstances.

We play multiple roles throughout our advice process — Financial Planner, Wealth Manager, Adviser, Guide, Educator, and sometimes even Counsellor. We become your trusted partner for all financial matters.

What You Can Expect

  • Thorough Understanding: We’ll take time to understand your needs, wants, and objectives in order of priority
  • Informed Decisions: We place you in an informed position to make confident financial choices
  • Tailored Strategy: We create a personalized financial plan and keep it under review with you
  • Independent Advice: You’ll never feel led or sold to — you make decisions based on unbiased advice
  • Professional Network: Access to our network of professional contacts when beneficial to you

Our Fees

Every client at CWM receives a bespoke fee arrangement based on services required and expertise involved. We provide value through:

  • Time savings
  • Peace of mind
  • Expert opinion and advanced planning techniques
  • Growth potential to offset costs over time
  • Regular reviews to keep you informed and comfortable

For detailed information, please refer to our Client Agreement and Fair Value Statement, which will be provided at the start of your journey with us.

Your satisfaction matters. If you identify anything we could improve, please speak with your financial adviser. View our full complaints procedures.

Meet Our Team

ADAM MCCALLION

Director

KRIS GEISDORF

Head of Operations

DEREK BURSTON

Mortgage Specialist

TRACEY JOHNSTON

Head of Administration

ROGER

Senior Paraplanner

Client Testimonials

"The team at Concierge hold a wealth of exceptional knowledge and experience in all different financial arenas. They took on our enquiry about moving home 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
"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 & ROBERT BROOKS
London, Directors, Brooks Estate Agents Limited
"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)
"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
"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