Wealth management services


Established in 2008, Menzies Wealth Management is an independent wealth management and financial planning firm, serving both private and corporate clients. We operate nationally and work from our offices in London.

Building a brighter future

Our firm is committed to building and protecting your wealth for tomorrow and beyond. We provide a personal service to each and every one of our clients, delivering an experienced, strategic perspective with objectivity, clarity and integrity.

Strong foundations

We are a team of highly qualified and experienced financial planners and employee benefit advisers.  To begin with, we take time to find out what matters to you. You might still be busy progressing your career and need expert advice to make sure what you earn is working as hard as you are. You may have just sold a business, be contemplating retirement, or starting to pass on your wealth down the generations.

Once we have built up a full picture of your needs, goals and objectives, we will thoroughly review your existing investments and start to devise the strategies that will secure and build your wealth.

The tools of our trade

Life is often complex and inevitably involves change, whether by choice or otherwise. Good financial advice is multi-faceted and wherever practical, should accommodate sufficient flexibility to cope with unforeseen changes. As part of Menzies LLP, the UK chartered accountancy firm, we interact closely on your behalf with our specialist tax and accounting colleagues. This means that from a single source you get full access to all the resources needed to manage every aspect of your wealth.

Our investment philosophy is to take a prudent approach to securing and building your assets.  Your financial plan will be tailored according to your willingness and ability to take investment risk and will outline a structured approach to meeting your objectives.  

Independence you can count on

Menzies Wealth Management operates independently of all financial institutions. We are not restricted to any one investment or provider.  Our recommendations are unbiased and entirely tailored to you.  We serve your interests and no-one else’s.

Looking to the future

Our commitment to you is not transactional. We hope that you will find our advice valuable and worth coming back for. To this end, we advocate an ongoing relationship, involving regular communication and reviews. We believe continuous dialogue is essential to maintaining and adapting a financial plan that suits your needs, however your life changes.

Putting your needs first and making sure our advice continues to support your evolving requirements is core to how we work.  We firmly believe this is the reason why we enjoy such rewarding and enduring ties with so many of our clients.  

Contacting Menzies Wealth Management

Menzies Wealth Management office locations:

Lynton House
7-12 Tavistock Square

Tel: +44 (0)20 7465 1980
Email: advice@menzieswm.co.uk


3000A Parkway, Whitely,


PO15 7FX

Tel: +44 (0)1489 582 011
Email: advice@menzieswm.co.uk

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If you have any questions about this, please contact us at advice@menzieswm.co.uk.

MWM Employee Benefits is an authorised representative of Menzies Wealth Management who is regulated and authorised by the Financial Conduct Authority (FRN 486548). .

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