About

Why do we do what we do?

Our purpose is to make a positive difference to our clients' lives

This is central to our thinking and continually shapes our business strategy. Our values are clear and straightforward. We believe that the right relationship support can help you think differently. The key ingredients to successful outcomes are mutual trust and effective communication.

We focus on the right questions, listening to you, respecting you, understanding you. Once we fully understand you, your goals and ambitions, we build a comprehensive financial plan to help you see your future with more clarity and confidence. Once you have the reassurance of knowing where you're heading financially you can focus on the life you want to live.

We will guide you through the opportunities and challenges you may face, supported by our innovative and plain-speaking approach. 

Fee Based Chartered Financial Planning

Executive Wealth Services is an independently owned, fee based Financial Planning practice, supported by one of the largest advice networks in the country. Our advice is based on a deep understanding of your individual needs and we are committed to delivering structured and transparent planning solutions to keep you focused on what’s important

This is supported by our independent "Chartered Financial Planners " status, which is vital for achieving a truly tailor-made financial plan. which means our duty is solely to our clients.

As your 'trusted adviser', we apply creative thinking that keeps the focus on you and not on financial products. 
Our Approach
Jargon-laden brochures and seemingly indecipherable professional qualifications do nothing to map out an easy path to the appropriate advice. We will work through our six-step process with you on what a client journey looks like. If you wish to engage us as your personal financial advisers, we'd be delighted to have you on board.

Initial Meeting

We’ll spend time getting to know you, to understand what you want in life, and why

Discovery

We will gather all the information we need to gain a deep understanding of your current financial position along with your aims and objectives

Analysis & Review

We will analyse any existing financial contracts you may have to assess them against your agreed aims and objectives

Report & Recommendations

We’ll create a clear plan to help you achieve your aspirations and goals

Implementation

Once you have had time to digest the content of our report and we have clarified any questions you may have we will agree the next steps

Ongoing Service

We’ll track your progress, and be as involved as you’d like us to be in the management of your plan
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