ABOUT US

Everyone is different and everyone’s financial needs are unique

At Four Wealth Management our clients are front and centre of everything we do, and all of our advice is bespoke and tailored to each client. We specialise in offering expert financial advice to individuals, businesses and trustees in a wide range of areas including tax efficient investment planning, retirement planning, pension planning, estate planning, and aiming to reduce inheritance tax.

Our aim is to build a long-lasting relationship with you, based on trust and under-pinned by financial advice tailored to your specific requirements, to help you achieve your financial goals. We achieve this by offering a personal face-to-face service and taking the time to understand your aims and objectives. This enables us to create a bespoke solution and provide tailored advice to help you achieve your financial aims. We will continually monitor your portfolio to help keep you on track to meet your goals.

We have offices in Bristol and London and have clients all over the South of England as well as the Midlands, the Cotswolds, Devon and South Wales. Our experienced financial advisers are happy to meet clients at their home or in one of our offices.

Our commitment to building long-lasting trusting relationships with our clients and providing high quality professional financial advice is at the heart of everything we do

To attain this we have three core values:

Put our client needs first

At Four Wealth Management, our clients are the highest priority. We take the time to understand our client’s aims and objectives before making tailored recommendations. We work with our clients and their family to provide financial security and support.

Be transparent and trustworthy

When selecting a wealth manager, we understand that it needs to be someone you can trust. We build relationships with our clients, starting with understanding what is important to them. We adapt our financial advice as your needs change over time. We are transparent about our charges, which will be discussed with you during your face-to-face meeting with an adviser. Meet the financial adviser team at Four Wealth Management.

Provide a high-quality service

We deliver a friendly, highly personalised service to our clients and deal with financial manners in the strictest confidence. We respond to queries quickly and handle all administration so our clients have more time to focus on what is important to them. Learn more about our full range of financial services.

What our clients say