Tailored solutions with you at the core

Our team works to understand your circumstances, objectives and financial position to shape our advice around you. We look at how your wealth is currently managed and provide advice across a range of investment needs, risk tolerances and personal goals.

Independent Wealth Management

Our independence is fundamental to what we do. We don’t have specific targets to meet or preferred providers, which means we can take a whole market view before making investment recommendations to our clients.

Expert Advice

Peace of mind that your financial affairs are being taken care of as effectively as possible. Benefit from our extensive network of trusted partners.

Recommendations

Our strategic recommendations are always tailored to your individual needs and circumstances. We know one size does not fit all and we focus on what is important to you.

ESG

We recognise that environmental, social and governance (ESG) factors are important to people, and we effectively engage with you on the subject of ESG when deciding where to invest your money.

Personalised Investment Approach

We provide our clients with truly independent and objective advice. When it comes to targeted wealth management advice, we look at your broader wealth objectives and work with you strategically to explore alternative avenues of investment, based on your financial goals.

Our strategic approach considers cash management, model portfolio solutions, discretionary investments, and company investments.

Wealth Management London

Our network of trusted Partners

At FSWM, our independence means we can work with any partner to manage your capital.

We offer access to our other strategic partners to assess your specific needs, such as accountancy services, legal professionals, tax-efficient investments, and alternative investments.

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