Your future, your finances: our focus

Fleet Street Wealth is a Chartered, independent wealth management firm, specialising in investment management, retirement planning, life assurance, estate planning and mortgages.

Our focus is firmly upon delivering a bespoke and seamless service across a diverse array of disciplines. Through utilising a range of technical experience and expertise, we offer a holistic approach to financial advice. By doing so, we guarantee peace of mind that your savings are invested with a progressive and adaptable firm.

We appreciate that entrusting another with your money can be unnerving. With Fleet Street Wealth it doesn’t have to be.

Our services

Who we are

We are an independent wealth management firm providing tailored advice to individuals, corporations, trustees and charitable bodies.

Our emphasis on agile thinking, pragmatism and meticulousness is, in essence, at the heart of everything we do. Bolstered by our Chartered status and brought to life by the talented individuals we work with, our aim is to deliver effective outcomes to build and protect your wealth. Underpinning this, we are resolute in our values of prioritising clients’ interests, upholding ethical standards and acting with integrity.

Our investment approach

As an independent advisory firm, our investment approach is built on rigorous research and analysis of the market. We understand that our clients have complex requirements and we work with the largest financial institutions to design bespoke solutions to address these. This may involve us sitting on an investment board to provide oversight on your financial affairs, issuing advice on ethical investments or bringing balance to your portfolio.

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What we do

We offer holistic advice, bespoke investment strategies and wealth management; tailored to meet the varying needs of our clients.

Insights

Your wealth management is a shared endeavour. With that in mind, we will provide news and insight that we think will be of interest to you. If you wish, regular face-to-face updates from both your adviser and fund managers alike can be provided.

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14th November, 2019

Keeping you posted – IHT

During the summer, the Office of Tax Simplification (OTS) published a second report in relation…

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7th November, 2019

Balancing your time and money

The average value of an ISA held by someone aged over 65 is £47,000, an…

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6th November, 2019

Economic Review of October 2019

Our monthly economic review is intended to provide background to recent developments in investment markets…

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31st October, 2019

Individuals in drawdown oblivious to flexible income

Pension provider Zurich* has found that the majority of retirees taking an income in drawdown…

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Fleet Street Wealth is a trading style of Fleet Street Financial which is authorised and regulated by the Financial Conduct Authority.
Registered in England, company registration number 7731440.
Registered Office: Paternoster House, 65 St Paul's Churchyard, London, EC4M 8AB.

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. Should you have a complaint regarding a recommendation we have made, please contact our Compliance Officer at compliance@fswealth.co.uk..

© 2019 Fleet Street Wealth