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Personal financial planning

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At Menzies Wealth Management we believe good personal financial planning is the bedrock of a successful future. Our aim is to help each and every one of our clients to realise their goals and aspirations by maximising their available resources.

Our personal financial planning process

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

Our process is simple. We take the time to understand what it is that you really want and then we create a long-term strategy to help you achieve it. Each plan is different because it’s based on you and may cover areas such as planning for your retirement, saving for your children’s education, and protecting your family from unforeseen circumstances.

Once your plan is in place, we will meet with you regularly to monitor its progress and make any necessary changes. After all, your life doesn’t stand still, so why should your financial plan. Flexibility is key.

Our highly qualified Financial Planners will assist and guide you every step of the way and you can take comfort in knowing that they, and ultimately you, are backed by an experienced and talented support team.

It’s financial planning with your goals and aspirations at its core.

If you would like to make an appointment with one of our Financial Planners please call us on 020 7387 5868 or email us at advice@menzieswm.co.uk.

Make an enquiry

Contacting Menzies Wealth Management

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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