What we offer

At FSWM we help you to take stock of where you are at, to build a strategic plan for the future. Protect your finances and reach long-term goals with us.

Strategic planning and methodical organisation are vital to successful management of finances, both for individuals and businesses. FSWM offers you sound advice and guidance on active and passive money management and the necessary financial controls required to maximise the potential for growth of portfolios.

Independent Financial Planning

Get personalised recommendations to make informed decisions about your finances. From budgeting, savings, investments, tax planning, pensions, and protection, build a plan best suited to your personal circumstances.
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Independent Wealth Management

With an independent approach to investment management, we provide you with recommendations and an investment strategy bespoke to your requirements. Build a strategy based on your whole finances or one area or objective.
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What is Financial Planning?

Financial planning is all about securing your financial future, and the financial future of your family too. It provides you with recommended products and services that best suit your goals and circumstances.

Whatever your stage in life, from beginning your investment journey to planning for your retirement, looking ahead to inheritance tax planning and creating a legacy for your loved ones – we are with you every step of the way.

Do I need a Financial Advisor?

Whatever life stage you’re at, financial advice can be help you to plan and manage your finances now and for your future. A financial advisor will help figure out what your goals are, what you might need to achieve them and then help keep you on course as you work towards them.

If you’re unsure, you can arrange a no-obligation consultation with one of our advisers to discuss how financial advice can help you to achieve your future goals.

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