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 team.
Get in touch
Get in touch
MANAGING YOUR WEALTH
Helping you aim to 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 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, whilst bearing in mind that returns are not guaranteed and you could get back less than you invest.
- Call: 0115 795 0423
- Email: wealthadvice@jlwm.co.uk
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Wealth management
Our wealth management team 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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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.
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Protecting wealth
Practiced in wealth protection, we can identify the most fitting ways for you to protect and grow your wealth. Based on your preferences, they will make the necessary arrangements.
Investments
Our team 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. 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
Wealth management
Wealth management built around you
James Leighton Wealth Management provides clear, personal financial advice for clients who want to protect, grow and manage their wealth with confidence.
Our advice process is built around understanding your circumstances, your goals and the level of support you need, so recommendations are practical, suitable and clearly explained.
Financial advice
Clear advice for confident decisions
Good financial planning starts with understanding what matters most to you.
From investment planning to long-term financial goals, our wealth management service helps clients make informed decisions with the support of experienced, regulated professionals.
Why James Leighton Wealth Management?
Wealth management from an established financial services firm
James Leighton Financial Services has been supporting clients since 2010 and is an appointed representative of Quilter Financial Services Limited, who are authorised and regulated by the Financial Conduct Authority.
James Leighton Wealth Management was introduced to give clients access to clear, personal financial advice alongside the firm’s established financial services experience. Our wealth management service can support clients with areas such as savings, investments, retirement planning, protection, tax planning and estate planning, helping them make informed decisions about their financial future. We are proud to make financial planning services accessible to more people by keeping our fee structures low.
We are based in Nottingham and can work with clients locally, across neighbouring areas and remotely throughout the UK.
James Leighton Financial Services was recognised as Business of the Year 2023 and Best Mortgage Firm 2023 at Quilter Financial Planning’s Key Accounts Awards.
- Call: 0115 795 0423
- Email: wealthadvice@jlwm.co.uk
FAQs
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What is the significance of wealth management?
A
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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.
Retirement planning
Thinking ahead to retirement? Our advisers provide specialist guidance and personalised support to help you achieve your retirement goals.
Savings and investments
Looking to grow your wealth? Our savings and investments advisers provide clear guidance and dedicated support to help you make confident financial decisions.
Estate planning
Hoping to protect your legacy? Our estate planning advisers offer personalised advice and support tailored to you and your circumstances.
Tax planning
Planning ahead financially? Our tax planning advisers provide specialist support to help you protect and grow your wealth efficiently.
£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/
What our customers say
I have had the best service and information from Franklin. He is very knowledgeable for someone of his age and he explained the process for me in very simple terms and he also did follow-up calls to make sure everything was going as it should. I would definitely recommend him and the service to other people in the future.
