Executive Wealth Management Limited

Independent Financial Adviser 17 Hamble Road, Swindon, Wiltshire, SN25 3PF
FCA verified
20th August 2018
We always take time and effort to get to know our clients before providing them with the best advice possible.
We can advise you on
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
James Relph DIP PFS
Director
Where to find us
About us

Our ethos is to provide high quality independent financial advice to all our clients, no matter what level of investments or assets they may hold. Our client agreements offer a range of service levels that can cater for those that may be seeking financial advice for the first time to those clients that have complicated financial affairs and require regular review meetings to help them meet their long term financial objectives.

We are a fee based practice with the exception of Life Assurance where a client still has the option to pay for our services via a commission payment.

Our services

We firmly believe that we can offer all our clients the level of service that they wish to recieve and that we continually strive to go the extra mile to ensure that no client feels any less important.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Compliance

Authorised and Regulated by the Financial Services Authority.
Registered in England and Wales Company No. 7382366.
Registered Office:609 Delta Business Park, Welton Road, Swindon, Wilts
FSA Firm Number: 534018
Telephone :

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