Make your money work for you
Get straightforward advice and recommendations to make your money work as hard as you do to earn it.
With the option of ongoing advice or a one-off consultancy fee, we have different options to suit your needs. At FSWM, you can be assured of a fully comprehensive study of all your finances. This enables us to build you a bespoke plan.
Take Stock
Taking stock of your situation and taking time to think about your goals and objectives helps to shape our understanding. It provides insights into areas to consider changing to ensure you can build a more financially secure future.
Pensions
Whatever your stage in life, from getting started on your long-term savings journey to reviewing where you have got to, reviewing and optimising your overall investment strategy, we can help you create a plan for retirement through your accumulating years.
Tax Planning
Maximising your tax planning ensures your affairs are managed as efficiently as possible, enabling you to keep more of the money you’ve worked hard to earn.
We help people to manage their tax positions in their accumulating years and ensure you make the most of investment tax allowances, generating income as tax efficiently as possible in the future.
Protection
Thinking ahead helps you to protect your family, your lifestyle and your wealth.
Estate Planning
Along with our strategic partners we can ensure you have the right plan and structure in place for your family.
Investment of Capital
Our investment strategies consider your personal situation at each stage of your journey, understanding whether passive management, model portfolio solutions, active management or other bespoke strategies are best suited to you.
Our personal and independent advice service will give you the confidence to make informed decisions about all your finances, with a partner you can rely on and trust.
What can I expect from financial advice with FSWM
At FSWM we believe in building lasting relationships with our clients, to support them through different life transitions and events.
By regularly reviewing your finances and reflecting with you on your goals, you can have peace of mind that your financial affairs are being taken care of effectively.
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.