We are a team of financial advisers based in West Sussex who provide a truly tailored and professional financial planning service to individuals and companies in all aspects of the financial arena. Our philosophy is to place you in an informed position, empowering you to make excellent, appropriate decisions about your finances under the protections of tailored advice and insightful guidance.
We seek to demystify the complexities of suitable options to maximise the opportunities available to you now and in the future. Lets consider your views, needs and circumstances to design a bespoke plan and then review it regularly together over time, ensuring delivery within a predictable timeframe. As Independent Financial Advisers (IFA) with over 40 years' combined experience, we offer bespoke financial planning services to discerning clients.
Put simply, we seek to develop strategies that exactly reflect what you want to achieve with your wealth and review the plan regularly over time. Whether it's investing, retirement planning, saving for the future, family protection or estate planning, Concierge Wealth Management has it covered.
We seek to demystify the complexities of suitable options to maximise the opportunities available to you now and in the future. Lets consider your views, needs and circumstances to design a bespoke plan and then review it regularly together over time, ensuring delivery within a predictable timeframe. As Independent Financial Advisers (IFA) with over 40 years' combined experience, we offer bespoke financial planning services to discerning clients.
Put simply, we seek to develop strategies that exactly reflect what you want to achieve with your wealth and review the plan regularly over time. Whether it's investing, retirement planning, saving for the future, family protection or estate planning, Concierge Wealth Management has it covered.
Services
As Independent Financial Advisers (IFA) with over 40 years' combined experience, we offer bespoke financial planning services to discerning clients.
Adam has always had a sharply analytical mind, but also thoroughly enjoys time with his clients.
Soon after completing his accountancy exams, Adam quickly realised pure number crunching was not going to suit him well.
He retrained as a Financial Adviser with the Prudential, qualifying in 1997.
By 1999 Adam was working with Royal & Sun Alliance specialising in mortgage advice.
Adam has always had a sharply analytical mind, but also thoroughly enjoys time with his clients.
Soon after completing his accountancy exams, Adam quickly realised pure number crunching was not going to suit him well.
He retrained as a Financial Adviser with the Prudential, qualifying in 1997.
By 1999 Adam was working with Royal & Sun Alliance specialising in mortgage advice.
If you are interested in becoming a client or you would like to learn more about our services, then we would be delighted to hear from you.
The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
Concierge Wealth Management is a member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves.
The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
Concierge Wealth Management is a member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves.
We have numerous common titles and potentially take several roles throughout our advice process.
Financial Planners.
Wealth Managers.
We will become your 'go to' for all things financial.
We'll hold your hand and lead you through the options, testing your decisions as you go, if necessary.
We'll understand you.
In some ways, maybe more than you understand yourself.
It is essential we draw out your needs and wants (these are very different), and then your objectives, in order of priority.
We must clearly uncover your preferences and expectations.
Financial Planners.
Wealth Managers.
We will become your 'go to' for all things financial.
We'll hold your hand and lead you through the options, testing your decisions as you go, if necessary.
We'll understand you.
In some ways, maybe more than you understand yourself.
It is essential we draw out your needs and wants (these are very different), and then your objectives, in order of priority.
We must clearly uncover your preferences and expectations.
We are Independent Financial Advisers (IFA) and Wealth Managers with over 60 years' combined experience.
We are Independent Financial Advisers (IFA) and Wealth Managers with over 60 years' combined experience in the areas of investments, retirement and pension planning, savings, financial protection arrangements and estate planning.
We also offer specialist advice in the areas of mortgage brokering, commercial loan arrangement and long-term care planning.
The central ethos of our proposition is to tailor a bespoke financial plan for our clients.
We are Independent Financial Advisers (IFA) and Wealth Managers with over 60 years' combined experience in the areas of investments, retirement and pension planning, savings, financial protection arrangements and estate planning.
We also offer specialist advice in the areas of mortgage brokering, commercial loan arrangement and long-term care planning.
The central ethos of our proposition is to tailor a bespoke financial plan for our clients.
The team at Concierge hold a wealth of exceptional knowledge and experience in all different financial arenas.
They took on our enquiry about moving home and turned a dream into reality.
We knew that we were is safe hands as they carefully led us through every step of the process in a very positive and professional manner.
Having been with Concierge Wealth Management for 10 years, they have been excellent in their advice & professional assistance, dealing with my pension, mortgage & investments.
They took on our enquiry about moving home and turned a dream into reality.
We knew that we were is safe hands as they carefully led us through every step of the process in a very positive and professional manner.
Having been with Concierge Wealth Management for 10 years, they have been excellent in their advice & professional assistance, dealing with my pension, mortgage & investments.
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