Executive Wealth Management Ltd provides bespoke financial advice to private clients, small business owners, families and trustees predominately on a fee basis. Our clients come from all walks of life and we are not restricted on where clients reside, as we have clients all over the UK, although predominantly our clients are based in Wiltshire and the Thames valley corridor.
At Executive Wealth Management Ltd we take great pride in helping our clients to achieve their long term financial objectives, whether that is just starting out on the road to building their wealth or for those clients looking to preserve their wealth for future generations.
The skill of wealth management is the ability to respond to the needs and requirements of one generation whilst acknowledging the desires and aspirations of another. Structures put in place today may have far reaching effects tomorrow and an appreciation of longer term implications is essential in constructing a plan that satisfies the requirements of all parties.
Executive Wealth Management Ltd provides independent financial advice, financial planning and wealth management services to private clients, companies and Trusts. Our services incorporate comprehensive financial planning, investment portfolio management and long term care planning. Utilising the experience and knowledge of our highly qualified team, we pride ourselves on the professional and long lasting relationship we develop with our clients and their families.
Executive Wealth Management Ltd is registered in England and Wales no. 7382366. Registered office, 609 Delta Business Park, Welton Road, Swindon, Wiltshire, SN5 7XF.
Authorised and regulated by the Financial Conduct Authority. Executive Wealth Management Ltd is entered on the Financial Services Register https://register.fca.org.uk/under reference 534018.
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Financial Adviser (IFA) in Wiltshire; Amesbury, Calne, Chippenham, Devizes, Malmesbury, Marlborough, Melksham, Mere, Pewsey, Salisbury, Shaftesbury, Swindon, Trowbridge, Warminster and Westbury
Financial Adviser (IFA) in Hampshire; Aldershot, Alresford, Alton, Andover, Basingstoke, Bishops Waltham, Bordon, Brockenhurst, Eastleigh, Emsworth, Fareham, Farnborough, Fleet, Gosport, Havant, Hayling Island, Hook, Liphook, Liss, Lymington, Lyndhurst, Petersfield, Portsmouth, Ringwood, Rockbourne, Romsey, Southampton, Southsea, Whitchurch and Winchester
Financial Adviser (IFA) in Dorset; Beaminster, Bournemouth, Bridport, Christchurch, Dorchester, Lyme Regis, Poole, Shaftesbury, Sherborne, Swanage, Weymouth, Wimborne Minster
Financial Adviser (IFA) in Somerset; Bridgwater, Burnham-on-Sea, Chard, Cheddar, Dulverton, Frome, Glastonbury, Highbridge, Minehead, Shepton Mallet, South Petherton, Street, Taunton, Temple Cloud, Templecombe, Watchet, Wedmore, Wells, Wincanton, Winscombe and Yeovil
Financial Adviser (IFA) in Gloustershire; Cheltenham, Chipping Sodbury, Cirencester, Dursley, Gloucester, Lydney, Mitcheldean, Newent, Stow-on-the-Wold, Stroud, Tewkesbury, Wotton-under-Edge and Cinderford
Financial Adviser (IFA) in Oxfordshire; Abingdon, Banbury, Bicester, Chipping Norton, Didcot, Faringdon, Henley-on-Thames, Oxford, Thame, Wallingford, Wantage and Witney