About Us

Here at Index Wealth Management we take care of the interests of a select number of wealthy entrepreneurs, high-earners and their families.

Three Unique Advantages You’ll Get From Working With Index Wealth Management:


1

By strictly limiting our client numbers we can concentrate fully on you. Building a trusted relationship with you, understanding your interests and lifetime goals, providing a personal service and helping you build a long-term investment strategy is our top priority.

2

You’ll get unbiased advice you can trust. Our fixed price, fee-only approach avoids the conflict of interest and potential abuse of commission arrangements. You’ll get a personal cash flow forecast, a long-term investment plan, unlimited meetings, liaison with professional advisors and a lifetime relationship, all for less than the cost of an average UK unit trust fund.

3

Planning holistically for the benefit of you and your family. Understanding what is important to you is key. We’ll help you to plan your lifestyle and take care of the things that matter most to you. We’ll then work with all your strategic partners and professionals to give you truly holistic advice.

Values


Our values are founded on providing you with the very best advice and solutions for you. Everything we do, we do to empower you. We think differently, keep things simple and are focused on making things better for you, our clients. We’re open and we stay committed to you. This ambition drives everything we do. Understanding your unique needs and the demands that wealth brings, we help you to protect and grow your core capital, generate income when necessary and enjoy the lifestyle you desire.

History


Established in 2004, Index is run by Les Phillips and Noel Farrelly, business partners for over 20 years. Both highly experienced, Les and Noel are Certified Financial Planners, Chartered Financial Planners and qualified pensions specialists. Index won the highly prestigious “Midlands Adviser of the Year” and “National Adviser of the Year” awards from New Model Adviser and are the only firm to have been awarded the National title.

Noel and Les are supported by a world-class team, utilising the very latest technology and tools to provide you with the very best service and advice.

We are always looking for ways to improve our service for you, raise our standards and advance our knowledge to ensure we are providing the best advice to you. Committed to providing you with an overall high standard of customer service and professionalism, Index pride ourselves on delivering exceptional service and impartial advice.

As part of our ongoing commitment we are constantly developing our most important resource - our people. Helping our team members acquire professional qualifications, new knowledge and better skills, enables them to provide you with the highest possible service.

We are proud to be awarded the prestigious 'Chartered Financial Planners' designation

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  • Chartered Institute For Securities & Investment
  • Financial Planners Chartered