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Wealth management services

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Menzies Wealth Management is a subsidiary company of the Menzies Group, providing independent financial advice to both private and corporate clients. We are independent of all financial institutions.

Independent Financial Advisors & Wealth Management Services

Ben Simpson - Menzies AccountantBen Simpson – CEO of Menzies Wealth Management
Chartered Financial Planner
Chief Executive Officer

We offer independent financial advice across the whole of market. This means that we are able to advise you in respect of the majority of your financial planning needs and, importantly, can do so without bias to any product provider.

Menzies Wealth Management employs a team of highly qualified and experienced financial planners, who are closely supported by a team of client relationship managers – all based in our London office.

We are committed to providing holistic financial advice. This means that we seek to understand in detail your needs, goals and objectives, prior to providing you with any form of advice or recommendation. In particular, any existing investments would be considered in detail, as would your knowledge and experience of investing.

With equal importance, we believe that financial advice should be provided on an on-going review basis, so that our financial planners can take full account of changes to your life – or indeed your business.

We believe that independent financial advice represents a valuable service for which Menzies Wealth Management must charge an appropriate fee. However, whether for new or existing clients, our advice fees will always be fully disclosed and agreed with you in advance of any work being undertaken.

As part of our engagement with any new client, our initial meeting with you would be exploratory, providing the opportunity for us to get to know you and importantly, for you to get to know us. This initial meeting will be conducted at our own cost, without further obligation upon either you or Menzies Wealth Management.

We believe Menzies Wealth Management has a great deal to offer to you. If you would like to meet with one of our team of financial planners, please do not hesitate to get in touch.

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Contacting Menzies Wealth Management

Menzies Wealth Management
Lynton House
7-12 Tavistock Square
London
WC1H 9LT

Telephone: +44 (0)20 7387 5868
Email: advice@menzieswm.co.uk

Menzies Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. FRN: 486548.

How to leave feedback or make a complaint about Menzies Wealth Management.


MWM Privacy Notice

Last reviewed: 22/05/2018
We – Menzies Wealth Management (MWM) – are committed to protecting your privacy when dealing with your personal information. This privacy notice provides details about the information we collect about you, how we use and protect it. It also provides information about your rights.

This privacy notice applies to anyone who interacts with us about our products and services (‘you’, ‘your’), in any way (for example, by email, through our website, by phone, through our client portal). We will give you further privacy information if necessary for specific contact methods or in relation to specific products or services.

This privacy notice applies to you if you ask us about, buy or use our products and services. It describes how we handle your information, regardless of the way you contact us (for example, by email, through our website, by phone, through our client portal and so on). We will provide you with further information or notices if necessary, depending on the way we interact with each other.

View our Privacy notice in full.

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ESSENTIALS

  • “Menzies have been an incredible partner for us as we’ve moved from the US into the UK. They’ve helped us navigate a new business climate, displaying exceptional local expertise, while also responding quickly and pragmatically to the growing requirements of a tech company. By plugging us into their network of contacts, our entry has been significantly easier than it would have been without them.”

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    Wiredscore UK Limited, Wiredscore UK Limited June 18, 2018

  • “Menzies provided, audit, tax and company secretarial services to SFW. Their work was always to a  very high standard and we found them easy to work with. When we sold the business Menzies provided significant help during due diligence and completion activities. They were highly responsive, particularly, when we had last minute requests for assistance and were thoroughly professional. I have no hesitation in recommending them.”
    Steve Elliott – SFW Ltd Director

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    SFW Ltd, SFW Ltd August 17, 2016

  • “Throughout our many years of working with Menzies, we have always found them to be professional in all aspects of their work. The team currently deal with our UK trading company and the holding companies which includes acting as the group auditors for a large international group. Their historical knowledge of our company and operations is highly important to us especially as we have a fairly complicated group structure. The team are reliable, friendly and organised in their approach.

    We would have no hesitation in recommending Menzies to any other company.”

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    Crabtree & Evelyn, Crabtree & Evelyn August 17, 2016

  • “Menzies LLP have acted as our auditor and advisors for a number of years. The company has a holistic range of services to offer, from the compliance aspects of our business and consultancy services which are undertaken by specialist teams. The firm have recently undertaken a business valuation for a successful acquisition of an overseas subsidiary that our group acquired as it continues to grow and branches out into the overseas markets. We have found Menzies to be reliable, honest advisors and would not hesitate to recommend them.”

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    Contechs Holdings Limited, Contechs Holdings Limited August 17, 2016