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Wealth management services

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Ben Simpson - Menzies Accountant

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.

Wealth Management Services – Independent Financial Advisors

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.

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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.

Ben Simpson
Chartered Financial Planner
Chief Executive Officer


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

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

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

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

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ESSENTIALS

  • “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