Menzies Wealth Management offers clients of Menzies LLP the opportunity to obtain completely independent financial advice. We also work with non-practice clients who have either contacted us directly or been referred to us.
We are independent of all financial institutions and directly authorised by the Financial Conduct Authority (FCA).
Menzies Wealth Management has a team of five highly qualified and experienced Financial Planning Managers. The team is salaried rather than paid sales commission which our clients find reassuring as it ensures that their best interests are always our number one priority. The team is supported by a team of Administrators based in our London office.
We offer advice across the whole spectrum so are able to satisfy all our clients’ financial planning needs. There are some areas of advice however that we contract out to fellow professionals if we feel we are not sufficiently equipped to advise.
Menzies Wealth Management offers advice on a commission or fee basis as agreed with our clients in advance of any work being carried out for new or existing clients.
Finally, our initial meeting with clients is exploratory and gives us the opportunity to meet them and importantly to meet us. This meeting will be conducted without cost or obligation on either part.
Menzies Wealth Management has a great deal to offer and if you would like to meet with either myself or one of my team of Financial Planning Managers you will not hesitate to get in touch.
Eric Norman Walker
Chartered Financial Planner
Managing Director, Menzies Wealth Management