Fleet Street Wealth Ltd

Independent Financial Adviser  Temple Chambers, London, EC4Y 0HP
First meeting at adviser's own cost
Chartered, independent, fee-based wealth management firm offering advice on investments, pensions, protection and mortgages to individuals, companies, charities and trustees.
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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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Investment trusts
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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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Accident & sickness
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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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Payment protection 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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Employee benefits
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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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Stockbroking services
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Sharia finance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Julian Morgan DipPFS, Cert CII(MP)
Managing Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

At the end of this unit candidates should be able to demonstrate their ability to understand the role of the paraplanner in providing financial services, and evaluate and analyse the customer's financial circumstances to provide potential solutions

Natasha Mehta DipPFS, Cert CII(MP)
Director

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Accreditations
Chartered Financial Planner
Robin Bradford
Adviser

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Stephen Thompson
Adviser

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Accreditations
Chartered Financial Planner
What our clients say
I have been a client of what is now Fleet Street Wealth for 12 years. The firm has a strong cultural integrity, employs an unusually bright and client friendly team who are rooted in providing well researched, ethical and sound financial advice. As a result my investments have fared extremely well. I have no hesitation in recommending them as advisers and their strong presence within the Bar should make them an obvious choice.
MB (Barrister and QC), London
I have been a client of Fleet Street Wealth for over 10 years. In that time I have always received a great service. They are efficient and responsive and I have always felt that they are completely on top of my financial affairs
NH (Director of clerking), London
We have been using Fleet Street Wealth services for more than 3 years for the management of our Employer Pension Scheme. The main reason for this longevity is that we know we can rely upon the competence and consistent quality of service of our dedicated advisor. She knows our company well keeps us up to date with any changes in law and is always available to answer our questions.
International Consulting Firm, London
I have been dealing with Fleet Street Wealth on a personal basis for the past 3.5 years I have always found them to be extremely professional and helpful with their financial advice.
VC (Chairman of reinsurance brokerage), London
The rigour of the reporting and advice, that is bespoke in substance and not just name, sets Fleet Street Wealth apart. They are agile, and inspire confidence and comfort that the right decisions are being made at the right moment, that your financial position is at its optimum and in good hands. I have not hesitated in recommending them to others in Chambers.
RH (Barrister), London
I have been with Fleet Street Wealth for over 10 years and continue to be impressed with their professional and objective advice re my investments. They are highly cerebral with their strategy and I would recommend them as the company to use for future financial planning
BC (Barrister and QC), London
I’ve been a client of Fleet Street Wealth for five years now, and I feel very secure and comfortable investing with them. In large measure this is down to the personalities of the staff, who are not only experts in their field and people of the highest integrity, they also bring the human touch to all our transactions, with a patience and good humour which – unlikely though it may sound – can even make conversations about complicated financial topics rather enjoyable.”
JM (TV producer and Director), London
Fleet Street Wealth helped guide us through the maze of regulations to implement an auto enrolment pension scheme. They carried out a market review to recommend the best provider and then provided practical support to implement it, including meeting with staff to explain the plan. The ongoing expert support from Fleet Street Wealth is a great reassurance when dealing with this complex area.
MD (National Legal Charity), London
I have been a long time client of Fleet Street Wealth for more than twenty five years. During that time the company has always helped me to achieve greater advancement for my investments than I could ever have done independently. They offer helpful suggestions in a kind, professional manner. I have already recommended them to my friends and will continue to do so
RG (Retired), London
About us

Fleet Street Wealth is fully independent, with access to the whole range of financial products on the market. We are proud to be a chartered firm as it means that we have achieved the highest standards of professionalism.

Fleet Street Wealth is a Chartered, independent, fee-based wealth management firm focused on providing independent, well researched and bespoke advice to individuals, companies, trustees and charitable bodies. We help bring structure, analytical rigour and oversight to firms and individuals alike and remove the burden of administration.

Our business is about people; our clients, our employees and those that work in our profession.

We have strived hard to build the reputation we now enjoy but we recognise that this will only continue whilst we put our clients first, observe the highest ethical standards and act with integrity at all times.

We recognise that placing the management of your monies in the hands of another requires a great deal of trust As a result, we take great care in who we recruit, selecting highly analytical, interrogative and intuitive individuals who together contribute to a market leading firm with a clear sense of prioritising the interests of clients within a strong values led culture.

Our services

Our independent wealth advisers provide transparent, strategic advice based on a thorough analysis of a client's position with the help of an experienced research team and sophisticated cashflow modelling software. The deep audits thereafter ensure one's financial affairs are competently managed and clients are regularly updated.

Where to find us
Head office address: Temple Chambers, 3-7 Temple Avenue, Temple, London, EC4Y 0HP
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020

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