The Wealth Group is privately owned.

 

Our team is highly client-focused and service led. We develop long-term relationships directly with clients and, through regular reviews, we work to ensure that financial objectives, investments and planning are adjusted when needed to reflect changes in a client’s personal requirements and the financial landscape.

 

We are:

 

Independent, ie not tied to any insurer, bank or other financial product provider or financial services network. This means we can ensure that the financial products we recommend fit the client and not vice versa.

 

Accessible: you will know your adviser, you will meet them, you can readily speak to them and you can expect them to be working with you for the long-term.

 

Fairly remunerated: through initial and ongoing charges agreed with you up front.