Other Areas of Expertise
Wealth management extends beyond the core areas of advice. That is why we are working together with several external firms in order to provide our clients with a range of solutions and resources for their further financial planning needs.
Accountants
We are able to introduce you to accountants of all specialities who will be able to help you in managing either personal, household or corporate accounts as needed. We are able to tailor our introductions to suit you as an individual, so if you do not already hold a relationship with an Accountant please let us know.
Will Writers
We have relationships with a wide range of will writing specialists who are suitable for clients of all types. A well written will is an essential part of an organised life and can be very simple to set up when working with a professional. If you would like us to arrange an introduction please do ask.
Family Offices
Although we have a fully managed financial family office option available to our clients, we can also happily liaise with a private family office or other private organisation in order to facilitate the financial aspects of your life as part of your overall support.
Solicitors
Many of our clients are referred to us by solicitors and in turn many of our clients ask us to introduce a solicitor to them. If you would like the help of a solicitor for a financial aim or otherwise, we can personally introduce a selection of suitable professionals to you.
Private Banking
If you have a level of assets that would require the specialised service of a private bank then we can facilitate an introduction. We maintain relationships with several of the major private banks in London and can help with the transition either between private banks or from public banking.
What can we do for you ?
Read more about our wide range of offered services and how we can help you.
What is the history of Westminster Wealth Management?
Through our rich and long history, we have developed tailored expertise of the highest quality. Read more about us and our core values.
Who are our Independent Financial Advisers?
With our wide range of different IFA’s we can offer a tailored experience to suit your needs.
Do you want to get in touch?
We are happy to answer any questions you may have before starting your finance journey. Feel free to contact us today!