Wealth management services

Home- Helping you- Wealth management services
Ben Simpson - Menzies Accountant

Ben Simpson

Chief Executive Officer

Menzies Wealth Management logo


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
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.