About Us
We sincerely believe in creating a long-term commitment for our clients, people and professional partners. We also aim to contribute positively to the communities in which we live and work. To achieve this vision, you can expect our team to always be honest – regardless of whether we have good or bad news.
You can expect us to be professional, moral and honest – at the forefront of new ideas and technologies so that we can pass on the benefits to all of our stakeholders. We are committed to informing clients of the latest views on markets and legislative changes. At Wealth Solutions, we also prioritise giving back to the wider world – supporting local charities like St. Basil’s charity.
Our Vision & Values
The value of advice
Find out how professional financial advice can put your wealth and finances in a better position for the years ahead.
Professionalism
Integrity
Positivity
Loyalty
Accountability
Reliability
Our Team
Every safe pair of hands has a friendly smile and knowledgeable head nearby – something you’ll find here at Wealth Solutions.
When it comes to your hard-earned wealth, it is reassuring to know that there is a dedicated group of qualified, experienced people working hard to help you achieve your goals. At Wealth Solutions, we place great importance on only bringing the best into our team, and helping everyone reach their full potential in serving clients.
Pastoral care is also held in high regard here, so as we expect the best we also try to give the best – making efforts to accommodate family and out-of-work commitments for staff.
How can we help?
Personal Wealth Solutions
Wealth management
Make sure all aspects of your complex finances and wealth work together towards a common set of goals.
Financial planning
Integrate your pension, investments, financial protection and other key areas into a coherent, long-term plan.
Investment planning
Craft an investment plan which grows and preserves your wealth - maximising returns potential whilst limiting risk.
Retirement planning
Set a course for the retirement lifestyle you dream of, making sure you have enough money to sustain it for many years.
Tax planning
Are you losing more money than necessary to tax? We can regularly review your income and estate to mitigate liability.
Mortgages
As the biggest monthly expense for most people, getting the right mortgage is key. We can assist with finding the best deal.
