Wealth management

“What if I could tailor my investments to my needs?”

At Mazars, we allow you full control over your risk appetite, with a range of investment options designed to achieve optimal return, no matter your preferred style.

Our in-house analysts ensure you are always positioned to take advantage of opportunities as they arise, and on your terms – building an investment plan that works for your goals.

Our investment management services aim to strike the right balance between pursuing higher investment returns whilst guarding against unnecessary risks. After all, managing our clients’ portfolios is not just our privilege – it’s our duty. 

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How we can help

  • Discretionary investment management
  • Portfolio management of pensions, ISAs, and Trusts 
  • Investment portfolio reviews
  • Performance attribution
  • Portfolio benchmarking

Our teams

Our expert team of highly qualified market analysts and portfolio managers work with our financial planning and tax advisory teams to construct bespoke investment solutions for private and institutional clients.

This year, we were awarded Best Investment Advice Firm 2022 at the Money Marketing Awards. The team is also regarded as one of the leading commentators on economic and market developments and provides regular insights through publications and webinars.

Sign up for our upcoming webinar today

What our clients say 

Our Financial Planners and Investment Managers are highly regarded for the services which they provide. At present our teams are rated 4.8 out of 5 on the trusted advisor site VouchedFor. 

Laura is a great representative of her company, providing outstanding financial advice backed by sound analysis. She has helped us maintain our funds while providing sufficient income for our needs. We are always been impressed with her knowledge and advice, and it is a relief to leave our pension in Mazars capable hands with Laura as our contact and adviser.

VouchedFor Review

You can view all of our reviews here

Get in Touch

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

Contact us today

CII Award - FP

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, 2 Chamberlain Square, Birmingham, B3 3AX
By Phone: 0121 232 9500
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


Investment Management Services Brochure
Fundamentals of Investment Brochure
Mazars Charity Wealth Management