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  11. The Wealth Coach

The Wealth Coach

Independent Financial Adviser  2 Claremont Bank, Shrewsbury, SY1 1RW
First meeting at adviser's own cost
Visit us face to face or remotely. Using a Chartered Financial Planner and Chartered Wealth Manager, you can be assured of the best outcomes. Always ask if your adviser is Chartered; don't compromise.
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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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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Traded endowment policies
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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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Large business
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Life insurance
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Small business
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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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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Group ISA
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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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Group risk
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 12th January 2021
Meet our advisers
Nicholas Round
Chartered Financial Planner and Chartered Wealth Manager
Accreditations
Certified Financial Planner Chartered Financial Planner
About us

Everyone wants to know they have enough. Everyone would like to align their values with their money. The Wealth Coach offers pro bono financial services to get you closer to achieving both. Through our pro bono program, many individuals and families have access to the highest standard in fiduciary advice, the same high level provided to each one of our paying clients. Why not find out today?

Our services

How to track your spending and create a budget
How to save for the future
How to plan for retirement
How to get the best income in retirement
How much cash to keep in an emergency fund
How to align your investments with your goals
Types of insurance you need (or don’t)
Preparing for an elderly parent’s care
Planning for a child’s education
Overall financial wellness...what's your question?

Where to find us
Head office address: 2 Claremont Bank, Shrewsbury, SY1 1RW
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 12th January 2021

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