Wealth management is vital as it helps prepare you for making smart financial decisions – about its growth, about preserving your assets and about planning for a comfortable retirement. With the right assistance, you can avoid costly mistakes, increase returns on your investments and strengthen your portfolio.
Comprehensive wealth management solutions
Our holistic approach to wealth management ensures you receive a service that is tailored to all your needs. Whatever your financial life stage, whatever level of support you need, we can help.
For wealth management services that shape your financial future contact our advisers.
Get in touch
Get in touch
MANAGING YOUR WEALTH
Helping you maximise your wealth
The term ‘wealth management services’ refers to an entire suite of financial adviser provisions, including financial planning and strategies to grow and protect your assets. Whether you are just starting your financial journey and want to follow a bespoke, professionally created plan or you are already into that journey and want to adjust the plans you have, talking to a specialist can be insightful. Whether you are looking at your overall wealth or you have reason to address individual aspects of it – such as savings, investments, protection, retirement plans, taxation matters, estate planning, or anything else – our professional, experienced team of advisers will be able to help you. We can create a bespoke wealth management strategy for you or offer advice on the specific areas concerned. With professional assistance you can manage your cash flow more easily, maintain your current lifestyle, reduce stress and save valuable time.
- Call: 0115 870 9520
- Email: wealthadvice@jlwm.co.uk
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Wealth management
Our wealth management advisers are highly experienced and well qualified. They will assess your financial situation and goals for the future. They’ll then look for the most suitable routes for you going forwards.
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Protecting wealth
Practiced in wealth protection, James Leighton Wealth Management’s advisers can identify the most fitting ways for you to protect and grow your wealth. Based on your preferences, they will make the necessary arrangements.
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Retirement planning
When it comes to retirement planning, we work with you to establish your objectives and make recommendations on the best ways for you to get achieve them.
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Tax planning
Drawing on our extensive taxation experience we’ll find the most efficient ways for you to save, invest and protect your funds. We’ll find any unnecessary taxes you are paying and help you make adjustments accordingly.
Investments
Our advisers can help you get the most out of your investments, so you can continue to grow your wealth.
Senior leadership
Our wealth management leadership team
Our senior management team leads the James Leighton Wealth Management team of advisers and administrators. Based in Nottingham, our management team is hands-on, providing stellar services to clients while also supporting our other valued mortgage advisers and brokers as they work with clients across the UK.
"We believe wealth management should be straightforward, transparent, and available to anyone looking to make confident financial decisions and build their money over time."
— Oliver Peace, Company Founder
Investment managers
Each an asset to our company
Our investment managers also take care of their own clients while supporting our other investment advisers and brokers as they help clients throughout the nation. They assess clients’ investment portfolios and make recommendations that are based on their findings. All recommendations are designed to increase our valued clients’ wealth.
Wealth managers
A wealth of experience
Our wealth managers support our other financial advisers and brokers in their efforts to help our clients protect and grow their wealth. And they do the same for their own clients, going above and beyond day in, day out.
It is said that a company can only ever be as good as its people. We believe that and know we must be getting things right, as all our people are pretty remarkable.
Why James Leighton Wealth Management?
Specialists in wealth management
James Leighton was founded in 2010 and appointed representatives of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority (FCA). Over the years, we have created thousands of wealth management strategies, helping clients to maximise all suitable opportunities so they can protect and increase their wealth. We have helped them with their savings, investments, retirement plans, protection, tax matters, estate planning and more. We are proud to make financial planning services accessible to more people by keeping our fee structures low. We are based in Nottingham and work with local clients, those from neighbouring areas, and we work remotely with clients across the rest of the UK. We were recognised as Business of the Year 2023 and Best Mortgage Firm 2023 at Quilter Financial Planning’s ‘Key Accounts’ Awards.
- Call: 0115 870 9520
- Email: wealthadvice@jlwm.co.uk
FAQs
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What is the significance of wealth management?
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Why should I consider professional wealth management planning?
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Working with an adviser for your wealth management strategy brings many benefits. Not only will cash flow control be easier, so will maintaining your current lifestyle, free from the worries of insufficient retirement funds. You will save yourself time. A professional can have your plans working fast. And you won’t have the hassle of making necessary arrangements – it will all be taken care of for you.
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How should I prepare for my financial adviser meeting?
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Being prepared will get you more from the meeting, and faster. A list of your assets and liabilities, your income and outgoings and questions to ask your adviser are all useful. Writing down your goals beforehand will give you more time to think on them. Consider your family needs. And be mindful of your financial strengths and weaknesses. Have all your financial documents prepared.
£1.1tn*
is the worth of the UK discretionary wealth management market (excluding private banks) in assets under management.
This is typically paid on completion, to the broker.
*Source: https://www.moneymarketing.co.uk/news/uk-wealth-market-tops-1-1tn-on-outsourcing-boost/