The Holistic Approach To Achieving Your Desired Financial Lifestyle

If you’re looking for an independent advisor to give you unbiased, honest advice then Index Wealth Management can help you. As truly independent, fee charging advisors, we're free to choose from an unlimited number of portfolio options and funds, so that you get the best investments for you. We don’t make a profit from selling you unwanted products or investments, so you can be sure that the choices we make are based purely on your best interests.

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Our Holistic Financial Planning Services Include:

Lifestyle Planning

Life is for living but to truly enjoy your time you need to be financially prepared. Using sophisticated financial planning software, we help you plan for now and for the future, ensuring you can continue to provide for your family and do all the things you dream of doing.

Investment Planning

Investment planning doesn’t have to be time consuming and expensive. Using institutional grade, low cost asset class funds, we help you take care of and optimise your investments. Rebalancing them annually and reporting to you regularly, so you know exactly how they are progressing.

Tax and Structural Planning

Keep your financial affairs arranged efficiently and reduce your tax liability.

Comprehensive Financial Planning

Keep track of your finances with our comprehensive financial planning service. We record and confirm all the details of your financial life including assets, liabilities, children, grandchildren, investments, advisers and wills. Saving you time and keeping your affairs in order.

Pension Planning

A good pension plan is essential if you want to keep enjoying life. We’ll help you select the right scheme and investment management to maximise tax-free cash and deliver the pension income you need.

Retirement Planning

Your retirement plan is a personal and unique thing that should be tailored to suit you. We work with you to design your desired lifestyle and then help create the plan to fund it.

Pre/Post Business Sales Planning

If you're planning to sell your business, we can advise on its value, saleability, potential purchasers, timing and whether it will fund your aspirations.

Inheritance Tax Planning

Planning ahead can help you to reduce your inheritance tax liability considerably, without having to give away capital. Working with you we can help you to eventually transfer your wealth to future generations, or leave the legacy you desire.

Index Growth Community

Every entrepreneur suffers commercial loneliness. Index Wealth Management are a community driven business who believe in synergizing and sharing knowledge and experience, as do our clients. We act as a catalyst to allow like minded individuals to share their success stories, experience and create a virtual team via LinkedIn community, blogs, vlogs and other media outlets.

Unbiased Independent Financial Advice

As an unbiased and independent financial adviser with no vested interests, commission or commercial relationships with any of the people we work with, you can be sure you’ll get the best, personally tailored advice for you. Our alliances with highly qualified professionals, who are trusted and leading practitioners in their field, mean that you’ll get access to specialised, integrated advice on legal issues, trusts, estates and personal tax planning.

Our Client's Thoughts

Our 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.

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  • Chartered Institute For Securities & Investment
  • Financial Planners Chartered