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 Services

Whether you are an individual, trustee, charity or a corporate client, our range of services are designed to meet all of your financial needs. There is, however, far more to our firm than the products and services we provide.

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Charitable Support

Our ethical standards extend beyond our professional services. We provide pro-bono advice to certain sectors and bodies and actively encourage our team to volunteer within the local community; raising funds for smaller charities in particular.

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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.

Services for individuals

We are one of the largest providers of financial advice to the Bar. We also have a strong foothold within the solicitor, underwriting and media sectors however personal clients come from all walks of life through individual referrals and from professional bodies.

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Services for business

Our corporate proposition is based on close connections with business owners and managers. We strive to understand the differing needs of growing and thriving businesses and how to meet them effectively. Establishing and advising on aspects of occupational benefits and investments is a particular forte.

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Services for charities

We work with many of the main legal charities and advise on both their charitable obligations and management of funds. By working closely with some of the largest investment houses and discretionary fund managers, we can help to ensure the trust's interests, and those investing in charities monies, are aligned.

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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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20th February, 2020

Balancing pension pots

While the gender pay gap is now widely discussed and publicised, the gender pension gap…

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14th February, 2020

End of tax year planning 2020

With the end of the tax year (5 April 2020) imminent, now is the opportune…

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14th February, 2020

EIS and VCT: Risk and reward

In recent years, Enterprise Investment Scheme (EIS) and Venture Capital Trust (VCT) investments have gained…

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14th February, 2020

The rising popularity of EIS and VCT investments

Since their launch in the mid-1990s, Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCT)…

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Careers

A career at Fleet Street Wealth will be fulfilling both inside and outside the office.

Our challenging and rigorous recruitment process is designed to identify exceptional people at all levels. This ensures that our teams are highly qualified, ethical and focused on providing market-leading advice and service. We provide the support and encouragement our colleagues need to excel.

Our ethics extend beyond the office and we actively encourage our team to be part of the community, through fundraising, volunteering and involvement in local charities.

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Our Graduate Training Programme

Our close connection with some of the country’s leading universities provides us with the opportunity to meet talented graduates, providing them with a comprehensive development programme to launch their career.

We support continued professional development and post-graduate studies.

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