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

The first step we take when it comes to financial planning is to ascertain a holistic view of your personal finances and financial situation. 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

Understanding your financial position now and where you want to be in the future is at the core of what we do. 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

Protect yours and your loved ones future. We work with you to ensure you and your family have the right protection in place. Being protected should the unforeseen arise is a vital part of effective money management. Thinking ahead helps you to protect your family, your lifestyle and your wealth.

Estate Planning

Our Financial Planning guidance doesn’t just focus on to-day but looks ahead to tomorrow and beyond, ensuring ultimately that our clients and their family have sound advice to help them secure their legacy. Along with our strategic partners we can ensure you have the right plan and structure in place for your family.

Investment of Capital

We guide clients through their investment journeys, tailored to their goals and values. 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.

Financial Planning London

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.

T: ‭ 0203 929 3355 ‬

E: hello@fswm.uk