Executive Wealth Management

Financial Adviser in Swindon, Wiltshire

Executive Wealth Management Ltd provides bespoke financial advice to private clients, small business owners, families and trustees predominately on a fee basis. Our clients come from all walks of life and we are not restricted on where clients reside, as we have clients all over the UK, although predominantly our clients are based in Wiltshire and the Thames valley corridor.

 

At Executive Wealth Management Ltd we take great pride in helping our clients to achieve their long term financial objectives, whether that is just starting out on the road to building their wealth or for those clients looking to preserve their wealth for future generations.

 

The skill of wealth management is the ability to respond to the needs and requirements of one generation whilst acknowledging the desires and aspirations of another. Structures put in place today may have far reaching effects tomorrow and an appreciation of longer term implications is essential in constructing a plan that satisfies the requirements of all parties.

 

Executive Wealth Management Ltd provides independent financial advice, financial planning and wealth management services to private clients, companies and Trusts. Our services incorporate comprehensive financial planning, investment portfolio management and long term care planning. Utilising the experience and knowledge of our highly qualified team, we pride ourselves on the professional and long lasting relationship we develop with our clients and their families.

Contact details

Your form message has been successfully sent.

You have entered the following data:

Please type your message below.

Please correct your input in the following fields:
Error while sending the form. Please try again later.

Note: Fields marked with * are required

Phone    

01793 976162

 

Address       

Groundwell Farmhouse,
Woodcutters Mews,
Swindon,
Wilts,
SN25 4AU

List of Services

Investments

  • Bonds
  • Collectives
  • EIS
  • Endowments
  • Fixed Interest
  • Investment Trusts
  • ISAs
  • OEICs
  • Offshore Collectives
  • Structured Products
  • Unit Trusts
  • VCT

Pensions

  • Annuities
  • Auto Enrolment
  • Executive Plan
  • Final Salary Pension
  • Income Drawdown
  • Occupational
  • Personal Pension
  • Retirement Plan
  • SIPP
  • SSAS
  • Stakeholder
  • State Pension advice

Personal Insurance

  • Convertible Term
  • Critical Illness
  • Decreasing Term
  • Endowment
  • Family Income Benefit
  • Income Protection
  • Increasing Term
  • Investment Linked
  • Level Term
  • Long Term Care
  • Permanent Health Insurance
  • Private Medical
  • Renewable Term
  • Whole of Life
  • With Profits

Business Insurance

  • Key Person
  • Pension and Capital
  • Share Protection

Wealth Preservation

  • Inheritance Tax
  • Trust Information

Executive Wealth Management Ltd is registered in England and Wales no. 7382366. Registered office, 609 Delta Business Park, Welton Road, Swindon, Wiltshire, SN5 7XF.

 

Authorised and regulated by the Financial Conduct Authority. Executive Wealth Management Ltd is entered on the Financial Services Register https://register.fca.org.uk/under reference 534018.

Use the Financial Dictionary to understand everything

Understanding all the Financial terminology can be difficult, that's why YourMoneyHub.com have added definitions for every Financial Service mentioned above.

 

Use the button below to find a specific definition and understand more about the Financial products on offer by Financial Advisers.

We provide Financial Advice in...

Financial Adviser (IFA) in Wiltshire; Amesbury, Calne, Chippenham, Devizes, Malmesbury, Marlborough, Melksham, Mere, Pewsey, Salisbury, Shaftesbury, Swindon, Trowbridge, Warminster and Westbury

 

Financial Adviser (IFA) in Hampshire; Aldershot, Alresford, Alton, Andover, Basingstoke, Bishops Waltham, Bordon, Brockenhurst, Eastleigh, Emsworth, Fareham, Farnborough, Fleet, Gosport, Havant, Hayling Island, Hook, Liphook, Liss, Lymington, Lyndhurst, Petersfield, Portsmouth, Ringwood, Rockbourne, Romsey, Southampton, Southsea, Whitchurch and Winchester

 

Financial Adviser (IFA) in Dorset; Beaminster, Bournemouth, Bridport, Christchurch, Dorchester, Lyme Regis, Poole, Shaftesbury, Sherborne, Swanage, Weymouth, Wimborne Minster

 

Financial Adviser (IFA) in Somerset; Bridgwater, Burnham-on-Sea, Chard, Cheddar, Dulverton, Frome, Glastonbury, Highbridge, Minehead, Shepton Mallet, South Petherton, Street, Taunton, Temple Cloud, Templecombe, Watchet, Wedmore, Wells, Wincanton, Winscombe and Yeovil

 

Financial Adviser (IFA) in Gloustershire; Cheltenham, Chipping Sodbury, Cirencester, Dursley, Gloucester, Lydney, Mitcheldean, Newent, Stow-on-the-Wold, Stroud, Tewkesbury, Wotton-under-Edge and Cinderford

 

Financial Adviser (IFA) in Oxfordshire; Abingdon, Banbury, Bicester, Chipping Norton, Didcot, Faringdon, Henley-on-Thames, Oxford, Thame, Wallingford, Wantage and Witney

Print Print | Sitemap
Palantir Business Group Ltd. Company Registration Number: 0777 7471. Copyright © 2013 - 2018 YourMoneyHub.com. All rights reserved. Find Accountants, Financial Advisers, Business Loans. Registered office: The Mill Building, 35 Chatsworth Road, Worthing, West Sussex, BN11 1LY. Open hours: 09:00 - 17:00, Monday to Friday.