Executive Wealth Management Limited

Independent Financial Adviser  17 Hamble Road, Swindon, Wiltshire, SN25 3PF
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FCA authorised
Last authorised 20th September 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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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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
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    Face to face

17 Hamble Road, Swindon, Wiltshire, SN25 3PF

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