DW Wealth Management Ltd is an independent financial advisory practice, offering individually tailored investment strategies for both personal and corporate clients. We offer advice on all aspects of finance, including investment planning, retirement strategies, family & individual protection and inheritance tax solutions.
We pride ourselves on our expertise and commitment to provide truly holistic, independent advice based on traditional values of honesty and integrity but with a fresher and more modern approach.
Our independence means that we are able to truly act in the best interest of our clients and provide objective and impartial advice that is not distorted by the pressures of the large dominant firms with multiple national offices.
We value the long term relationships we have with clients and put them at the heart of everything we do, creating bespoke financial strategies to meet their specific goals and aspirations.
*The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
As independent advisers, we are able to access providers and products from the whole market to find the best solution for you.
We put our clients at the centre of everything we do and provide tailor made, bespoke financial plans based around your goals, objectives and attitude to risk. As well as making an initial recommendation, we recommend regular reviews to help to ensure your portfolio remains fit for purpose.
We offer advice to meet a wide range of financial planning needs, including:
In the event of death or serious illness, having an appropriate level and type of personal protection in place can help to support your family. We will work with you to establish your needs, whether it’s life assurance, critical illness cover, an income replacement plan, or combination of these.
If you have signed up for one of our ongoing services there are a range of savings and investment options available. When building your investment portfolio we will take into account your financial circumstances, tax opportunities and implication and attitude to risk to make sure that we recommend solutions tailored to your needs. We will also review to ensure that your investments continue to be appropriate for your personal circumstances as your objectives may change over the long term.
Saving for retirement is an important element of financial planning. 2015 was a momentous year for pensions, as the Government introduced radical changes to make saving into a defined contribution pension more attractive. Other investment vehicles may also form a significant part of your income in retirement such as an Individual Savings Account (ISA) portfolio or a buy to let property. By reviewing your financial circumstances and retirement goals, we can provide you with recommendations tailored to your individual needs.
Offering a comprehensive range of solutions which, individually or in combination, can achieve most people’s objectives in relation to their circumstances by reducing the level of liability to IHT and preserving as much of their wealth as possible for future generations.
Some aspects of inheritance tax planning are not regulated by the Financial Conduct Authority.
At DW Wealth Management Ltd, we pride ourselves on our expertise and commitment to provide truly holistic, independent advice based on traditional values of honesty and integrity but with a fresher and modern approach.
Independent Financial Adviser
A qualified adviser, Dean has worked in professional financial services for over 20 years. Starting his career at TSB, he has also held positions as an Independent Financial Adviser (IFA) at Lloyds Private Bank, Bank of Scotland and Yorkshire Private Bank. Dean is studying towards gaining Chartered status.
Independent Financial Adviser
Michael has over 25 years’ experience in the financial industry. A qualified adviser, he has worked in some of the UK’s leading financial institutions including Prudential, Lloyds Private Bank and Bank of Scotland Private Bank. In his role at Prudential, Michael assisted in the formation of their advisory service before leaving to set up DW Wealth Management Ltd. He is currently studying towards gaining Chartered Status.
DW Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. FCA no. 803509. Registered in England and Wales. Company No: 09102617. Registered Office: Q16, Quorum Business Park, Benton Lane, Newcastle upon Tyne, NE12 8BX.
Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change. The content is aimed at UK residents or residents of MiFID countries (if applicable).
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