Wealth management services

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Ben Simpson - Menzies Accountant

Ben Simpson

Chief Executive Officer

Menzies Wealth Management logo

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 Advisers & Wealth Management Services

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.

How we work

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.

Contacting Menzies Wealth Management

Menzies Wealth Management
Lynton House
7-12 Tavistock Square

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: 16/11/2018
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 any individual 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 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.

If you have any questions about this, please contact us at advice@menzieswm.co.uk.View our Privacy notice in full.