Personal financial planning


Our process is simple. We take the time to get to know you as an individual, your hopes and dreams for your future, as well as your longer-term financial goals. 

Once we have a clear vision, we will devise a long-term strategy to help you achieve your goals.  We will present our advice to you in a bespoke financial plan.   

Each plan is unique as it will be based on your circumstances and may include some of the following areas:

  • Saving for a comfortable retirement
  • How to maximise your capital and income requirements in retirement
  • Tax efficient investing – maximising the growth potential of your capital by taking advantage of any available tax reliefs and exemptions
  • Contingency planning – nothing can replace a loved one, but we can put plans in place to ensure that should the worst happen, your family is financially secure. 
  • Saving for your children’s education
  • Cash Flow modelling

Once your plan is in place, we will meet with you regularly to ensure you remain on track to meet your goals and make any necessary changes. After all, your life does not stand still, so why should your financial plan.

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 is financial planning with your goals and aspirations at its core.

Contacting Menzies Wealth Management

Menzies Wealth Management offices:

Lynton House
7-12 Tavistock Square

Telephone: +44 (0)20 7465 1980

3000A Parkway, Whitely
PO15 7FX

Tel: +44 (0)1489 582 011

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