Welcome to the home of The Wealth Management Group
Financial Advisers who talk your language.
Our team of experienced, knowledgeable and qualified financial advisors offer targeted advice that is designed to suit your corporate financial planning requirements. Our mission is to provide you with corporate wealth management solutions and business financial advice whether it be pensions, auto enrolment or trustee management services.
We all need to have good money management skills to plan for a secure future. However, whilst we recognise the importance of a sound financial management strategy the most common question is “where do I start?”
The Wealth Management Group Llp (WMG) specialise in the provision of comprehensive financial advice and financial planning services for both individuals and businesses that are delivered by our team of highly specialised financial advisers.
Our clients come from a diverse range of backgrounds; each have their own goals and requirements and each came to us looking for honest, down-to-earth financial advice from a team of experienced, knowledgeable and qualified financial advisers. We build long-term, collaborative relationships with an emphasis on personal service and good, sound financial advice. It is this approach that has led to us becoming trusted financial advisers to many people throughout the country, who turn to us to meet their financial planning needs.
- Friendly, approachable team of experienced financial advisers
- No “babble” – our advisers talk your language
- Save time with three options for financial planning meetings; here, there or online
- Clear, sound financial advice regarding choices and options
- Wide range of corporate and personal solutions to suit your requirements
- Focus on minimising risk and maximising returns
- Truly bespoke financial advice, aligned to your needs and interests, delivered by qualified, and knowledgeable financial advisers
We understand that time is both short and valuable so we offer financial planning meetings at a time and place to suit you. We welcome clients to our offices located in a unique mill setting in Yorkshire, we are happy to come to your home or office to offer financial advice.
Our advisers are focussed on helping you meet your financial needs, goals and aspirations both now and in the future and will work with you to ensure that your personalised financial advice accommodates your changing requirements.