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About Assured Private Wealth

Assured Private Wealth has in-depth experience of the financial markets, offering independent financial advice to individuals, families and businesses across the UK. While addressing short-term issues, it is important to remain focused on medium to long-term aspirations. Creating a tailored tax efficient environment in which your investments can grow is the ultimate goal.
Our Services

Who are we?

As well as offices in Totton and Redditch, we also have an online presence and regularly travel the length and breadth of the country to meet clients and potential clients. Our feedback speaks for itself, the range of services continues to grow, and our understanding of both financial markets and tax regulations is second to none.

Working with you

While some wealth management companies prefer to lecture rather than listen, Assured Private Wealth places clients front and centre. We listen to your concerns, your plans and aspirations for the future. This allows us to understand your financial and individual aims and create a personalised plan for your situation. We give individual clients the respect they deserve, treating them as people as opposed to numbers.

Why Choose Assured Private Wealth

Here at Assured Private Wealth, we have many strings to our bow; experienced advisers, a personalised approach to individual clients, ongoing investment in new technology and a deep-seated understanding of all things financial. While our expertise is focused on pensions, wills and trusts, our reach and experience stretch far beyond these matters. Our contacts in the industry mean that we have other specialist parties to call upon if additional information is required.

Free, no obligation

We offer a free, no obligation introduction with the promise of an honest and upfront assessment of your finances, goals and aspirations.

Regular check-ins

While an annual meeting allows us to discuss investment performance and your options in great detail, we prefer regular contact to facilitate the active management of your investments. Regular contact allows appropriate changes to be instigated sooner rather than later, a more trusting relationship between advisor and client as well as a sounding board for all things financial.

Personal, bespoke face-to-face advice

The personal approach of investment advisers at Assured Private Wealth pays dividends for all parties. While a face-to-face meeting is preferred, with our colleagues regularly travelling the length and breadth of the country, we are flexible to client requests such as telephone calls, Zoom meetings, etc.

Support the whole way

Many of our financial advisers have been there and done it, lived through difficult financial periods, and they are still here to tell the tale. This allows us to introduce a level of financial advice and support which many of our clients have not experienced in the past.
Thank you so much to the team for all your help, assistance, understanding, and much valued advice! We would highly recommend their professional services.
Outstanding service, answered all our questions, with some excellent advice & I have no hesitation in giving this good recommendation for his services & at a great price too!

Want to know more?

Call us for a friendly chat on 02380 661 166 or email:

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