Find an Independent or Restricted Financial Adviser

My true passion comes from connecting with individuals and helping them achieve long-term financial goals through pension, investment, and retirement planning.

We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.

"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future

Glevum Wealth Management provide broad based advice, mainly to families, directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

We provide broad based advice mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

Independent financial advice focused on pensions, retirement planning and investments. I help clients understand their options clearly and build a plan for long-term financial security.

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.