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Wealth management services

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.

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

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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