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Invest With Certainty
Plan Your Future Without The Emotional Roller-coaster Ride

Invest in your future with us.
Call 0121 502 8800
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Why Choose index Wealth Management?

  • A Personal Service – We get to know you and your values, so we can tailor our service around what matters most to you.
  • Investment Philosophy Backed By Sound Economic Nobel Prize-Winning Theory - so you can be sure we do not take unnecessary risks with your money.
  • Market Education & Behavioural Coaching – We’ll help you to understand the workings of the markets, ensuring that you don’t jeopardise your portfolio by making emotional decisions that affect your returns.
  • Lifetime Cashflow Planning - Helping you to align your monetary goals with your personal goals, providing you with clarity and peace of mind.
  • Totally Independent, Unbiased Advice - We’re not paid on commission so you can be sure you’ll get the advice that’s right for you.
  • Specialised Advice for High Net Worth Individuals

Managing your investments and getting the right investment advice for your unique situation doesn’t have to be complicated. As an independent, unbiased adviser we’ll get to know you and formulate a plan that’s ideal for your specific circumstances and goals. From producing your net worth summary and gap analysis, to setting your investment objectives and planning your asset allocation, we’ll help you to create an investment plan that works for you. We’ll show you how to understand where you are now and then work with you to formulate a plan to get you to where you want to be. Taking into account your willingness, ability and need to take risk, and the investment horizons that you identify.

Drawing on Nobel prize-winning investment strategies which reduce your risk and increase your return, we have privileged access to the best funds and minds of the financial world. This exclusive access can dramatically change the way you think about investing and enable you to make smarter decisions about your money.

What Makes Us Different?

  1. Constantly Making Things Better
    Everything we do is aimed at improving things for you. From reducing risk and costs, to delivering higher returns and better personal service.
  2. Keep It Simple
    People say that money solves problems. True, but it also brings new ones. We will help simplify your financial life, giving you more time to spend doing the things you really value. We make everything as clear and easy as possible.
  3. Honest & Open
    You can be sure that the way we do business is completely transparent. Our non-commission, fixed fee approach assures you’ll get truly impartial advice, no hidden costs and no unwelcome surprises. The honesty of our investment philosophy enables you to feel secure and have realistic expectations.
  4. Committed
    Our mission is to help you to preserve wealth and plan for the future. We’ll build a long-term, lifetime relationship with you. We are deeply committed at every level and truly care about your success.

Is Index The Right Choice For You?

Here at Index Wealth Management we provide an exceptional, unbiased service to high net worth individuals. To keep the standard of service we offer high, we limit the number of clients and will ONLY engage if we feel we can help you. We can help you if…

  • You have clear life goals that are important to you.
  • You may be an entrepreneur who has a number of businesses.
  • You want to support your family and pass your wealth to the next generation in the best possible way.
  • You value expert advice and professional business relationships.
  • You want to feel both excited and reassured about your financial future, so you can focus on what's really important to you.
  • You earn more than £100,000 a year. Or you own investable assets (including pension) of £1,000,000. Or you have plans to build assets on this scale

About Index Wealth Management

Our principals, Noel Farrelly and Les Phillips are Chartered Financial Planners and have been offering world-beating solutions to clients like you for over 20 years. Noel and Les work with you to develop and maintain a financial plan, using a robust and evidence-based investment approach which provides a “track to run on”, that we believe is un-challengeable.

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  • Chartered Institute For Securities & Investment
  • Financial Planners Chartered