Personal financial planning: The key to maximising your financial success
As a premier financial planning firm, we pride ourselves on empowering individuals, families, and businesses to navigate the complexities of wealth management with confidence and clarity.
Our dedicated team of experts are committed to crafting personalised strategies tailored to your unique goals and aspirations. Whether you’re planning for retirement, investing for the future, or safeguarding your assets, we’re here to guide you every step of the way.
We believe in fostering long-term relationships built on trust, integrity, and a steadfast commitment to your financial success. Discover the difference expert guidance can make and embark on a journey towards financial freedom with us today.
Our services
From retirement planning to investments and estate planning, we offer a wide range of services designed to address every aspect of your financial journey. Our comprehensive suite of services include:
- Family wealth and intergenerational planning
- Investment and savings portfolios
- Pension and retirement planning
- Personal protection – life cover and income protection
- Business protection – shareholder and key person (also known as Keyman) protection
- Lifetime cash flow planning
- Estate and legacy planning
Whether you’re just starting your financial journey or seeking to optimise your existing plan, we’re here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
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If you have any questions about this, please contact us at advice@menzieswm.co.uk.
Menzies Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority, firm reference number 486548. Registered in England and Wales, under company number 06597008. Our registered address is 4th Floor, 95 Gresham Street, London, EC2V 7AB.
Data Protection & Complaints – if you have a query about how we handle your data or wish to register a complaint, please write to: The Compliance Officer at advice@menzieswm.co.uk or telephone 020 7465 1980.
A summary of our internal complaints handling procedure is available on request. If you are dissatisfied with our response to your complaint, you may be entitled to refer your complaint to the Financial Ombudsman Service (FOS). The FOS is an independent body that resolves disputes between consumers and financial businesses. For further details, please visit www.financial-ombudsman.org.uk or telephone 0800 0234 567.
