Executive Wealth Management Limited

Independent Financial Adviser  17 Hamble Road, Swindon, Wiltshire, SN25 3PF
check
FCA authorised
Last authorised 1st March 2021
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Meet our advisers
MR James Relph DIP PFS
Director
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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

17 Hamble Road, Swindon, Wiltshire, SN25 3PF

Similar advisers near you

Restricted - whole of market 1.64 mi
I have been helping clients achieve their financial goals for over 13 years now. I pride myself on giving sound, expert advice in all matters of financial planning, with a specialism in Defined Benefit pensions and redundancy counselling.
 
Independent Financial Adviser 1.87 mi
Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.
 
Independent Financial Adviser 1.97 mi
If you are serious about your financial future, whether that be investing, your pension or simply, do I have enough to retire, we would be happy to have an initial discuss to see if we can help.
 
Independent Financial Adviser 2.16 mi
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.