Wealth Management

Having a portfolio of investments tailored to your needs is key to our wealth management planning.

Our investment services for high net worth individuals ensure your wealth is managed expertly, giving you financial security whether your goals are to target income or for long term capital growth.

Our approach

We take time to understand your situation and define your short and long-term ambitions whilst providing flexibility for your investments to change with your circumstances. Whatever you need, our investment solutions are designed to achieve optimal return, within your own tolerance to risk.

Our in-house investment analysts study economic and market developments to ensure you are positioned to take advantage of opportunities as they arise and protected when we see risks rising in stock markets.

Our services

  • Discretionary investment management
  • Portfolios for pensions, ISAs, and Trusts 
  • Portfolio review 
  • Performance attribution
  • Benchmarking

Our expertise

We pride ourselves on building strong personal relationships to understand your aspirations fully. This allows us to explore various investment options that will be the right fit for now and the future.

We understand that it is a privilege and a responsibility to manage our clients' investment portfolios. Our investment management services aim to strike the right balance between pursuing higher investment returns whilst guarding against unnecessary risks.

Get in Touch

If you would like to know more about our wealth management services, please get in touch today. 

Contact us today

Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint please contact us:

In writing: The Compliance Officer, Mazars Financial Planning Limited, 45 Church Street, Birmingham, B3 2RT
By Phone: 0121 232 9605
By E-mail: mfp.compliance@mazars.co.uk

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk