Wealth Management

At Mazars Wealth Management we understand that your investment portfolio must be tailored to your needs. Whether you are targeting an income or long term capital growth, our investment solutions are designed to target the optimal return within your own tolerance to risk.

Successful investment requires independent thinking. As truly independent advisers we are not subject to the view of any one investment house. We are free to select the best manager for each part of your portfolio, and will only employ actively managed funds where we can be sure of the potential for out-performance.

Our clients are as diverse as the investments which are held in our portfolios. We act for individuals, families, trusts, charities and pension funds.

In addition to our traditional portfolio management services, we also provide portfolio review, benchmarking and performance attribution services for clients wishing to review their existing portfolios.

Please click here to access your Mazars investment portfolio online.

Mazars Wealth Management is a trading name of Mazars Financial Planning Limited and is authorised and regulated by the Financial Conduct Authority.

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David Baker
+44 (0) 207 063 4259
David Baker Chief Investment Officer - Milton Keynes Send a message Detailed profile
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