At Menzies Wealth Management we employ highly qualified and professional individuals across all areas of our business and, as such, are able to offer our clients advice in many specialised and complex areas.
Specialist Personal Finance Advice Services
Ben Simpson – CEO of Menzies Wealth Management
Chartered Financial Planner
Chief Executive Officer
We regularly assist clients with:
- Complicated defined benefit scheme advice.
- Multi-generational estate planning.
- Structuring assets for tax efficiency.
If you would like to make an appointment to discuss any aspect of your financial affairs, please call us on 020 7387 5868 or email us at firstname.lastname@example.org.
Contacting Menzies Wealth Management
Menzies Wealth Management
7-12 Tavistock Square
Telephone: +44 (0)20 7387 5868
Menzies Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. FRN: 486548.