Welcome to FSWM
Secure and grow your wealth with FSWM.
Whatever your goals, personal or business,
we have the expertise to help you achieve them.
Tailored to you
Unsure of where to start? We know that navigating the world of financial planning can feel overwhelming and daunting. At FSWM we offer an uncomplicated approach with transparency at each stage of your journey.
We guide you throughout, from planning your finances based on what is important to you to investment strategies aligned to your goals.
Financial Planning
Our financial planning services help provide direction and meaning to your financial decisions. Helping you to make financial decisions based on an overall strategy, to support you with your short and long term goals.
Wealth Management
With an independent approach to investment management, we provide you with recommendations and an investment strategy bespoke to your requiremets. Build a strategy based on your whole finances or one area or objective.
More than just a Financial Planner
We offer sound, simple advice, to help you determine what you need, considering the stage of your journey you’re at and your goals for the future.
We’re on a mission to disrupt the traditional wealth management model and believe our expertise combined with our community sets us apart from other wealth managers.
It starts with you
We work with you to understand your specific circumstances and what you want to achieve.
Our planning and strategic recommendations are always based on your individual needs and circumstances.
Independent
Not only do you get direct access to your financial advisor, but we are independent, meaning we can develop a personalised investment strategy that’s right for you.
We prioritise your needs without the bias of external parties.
Our Community
With FSWM you get access to our extensive event programme and the opportunity to network with our diverse community and strategic partners.
Giving you the opportunity to invest in your future in more ways than one.
Our Story
We were founded in 2024, by Francesca ‘Frankie’ Smith, who through her advisory work and membership club realised many people weren’t getting access to the financial planning support they needed.
We’re passionate about giving you the opportunity to invest in your future and our ethos of ‘making your money work as hard as you do to earn it’ is at the heart of everything we do.
Get in Touch
Interested in becoming a client? Contact us for a free consultation to discuss
how FSWM can help you and find out more about our community.