As Chartered Financial Planners our purpose is to help you achieve the best life possible with the money you have.
We can advise you on
Pensions & divorce
Pensions & retirement planning
Buy my next home
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Accident & sickness
Income protection insurance
Payment protection insurance
Capital gains tax
Last authorised 29th June 2020
Meet our advisers
Chartered Financial Planner
What our clients say
“I have been very happy with the help I have received from Ergowealth. I needed help with my various pensions and what I should do with them and how I could set up a new pension moving forwards as I have been self-employed for a number of years. I am not a ‘finance’ person and they gave me the appropriate advice and guidance as I requested. They also helped me set up Income Protection cover which I didn’t think would be possible. I now feel very comfortable with the steps taken for my current financial needs. Ergowealth has a friendly office atmosphere and everyone I have spoken with has been very professional. I have no hesitation in recommending Ergowealth.
“I needed financial advice after my husband died. We would have needed advice about pensions when he retired but that was some years away. I found Ergowealth through the FCA. They comprehensively assessed my financial position and took a lot of time and trouble to find out what was important to me for the future. I knew very little about finance they took the time to explain the options and I’m learning. I feel confident in his knowledge and experience, and that he gives the best advice in the light of what I tell him. There’s no way I could have known the best way to manage my money without his help, and I feel as financially secure as anyone can in an unpredictable world.”
Most financial advisers are focused on the sale of financial products. We are focused on you our client.
Before we have the right to talk to you about your money and what to do with it we need to get to know you properly.
We work in partnership with you putting your life at the centre of our conversation. We take time to understand you, your background, needs and objectives so that we can help you put your money to good use.
Once we know what the money is for we create a unique and highly personalised Financial Plan. We then strive to provide you with a better Return on Life and not just your Investments. Once implemented this plan is reviewed and reported on a regular basis.
We ensure our fees are explained thoroughly and agreed before we start any work. Our clients can also choose the basis on which we are paid, either on a “time spent” basis or project fee. Our fees will depend entirely on the complexity of your situation.
'Ergowealth’ is derived from the expression “cogito ergo sum” meaning “I think therefore I am”.
The Ergo symbol reinforces our commitment to analytical and insightful planning
Our core values and ethics:
To demonstrate personal and professional integrity based on honesty and trust.
To put clients at the centre of our proposition, acknowledging our duty of care and respecting client confidentiality.
To act with objectivity, impartiality and in the best interests of our clients at all times.
To avoid conflicts of interest and to disclose these to clients where they cannot be avoided. To maintain the skills, knowledge and expertise necessary to provide professional services competently and diligently.
To observe business practices that are fair, efficient and responsive to change.
To show openness and transparency
Where to find us
Head office address: Ergowealth Ltd, Unit 1, Derwent House, Dedmere Road, Buckinghamshire, Marlow, SL7 1PG
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
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