Our clients

We cater for a wide variety of clientele all looking for help to navigate complex and challenging financial affairs often with a lack of time and resource to do so.

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Bespoke strategies for each client

We take pride in helping our clients achieve their financial goals, assisting with the planning and execution of bespoke strategies to ready them for success. Aspirations can vary for those we service but often significant financial decisions need to be made. These can range from preparing for life beyond retirement to supporting loved ones. Regardless of your goal, our team of highly qualified experts are here to help. Below is a range of the professional clients we work with.

Accountants

Fleet Street Wealth has close links with many accounting firms and assists partners and employees alike in structuring their affairs and putting in place long term financial strategies.

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Barristers and the judiciary

We are one of the largest providers of financial services to the Bar and Judiciary, are closely linked to affiliated bodies and work closely with other professional firms expert in this area.

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Business owners

We help entrepreneurs and business owners structure their corporate and personal affairs tax-efficiently, prepare for an exit and manage staff benefit schemes.

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Charities and trusts

Helping charities and trusts fulfil their unique financial obligations set out within the Trustee Act 2000 and guidelines laid out by the Charity Commission.

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Media and entertainment professionals

Our pool of media clients has grown rapidly over the last three years following strong links with accounting firms immersed in this sector.

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Medical professionals

Fleet Street Wealth recognises the extreme time pressures associated with this particularly busy sector and can relieve clients of the administrative burden associated with often complex financial affairs.

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Retirees

Through the use of sophisticated cashflow management software we help provide insight into sustainability of income and help ensure those coming up to and in retirement have sufficient to meet ongoing expenses and realise the dreams they worked so hard to achieve.

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Solicitors

We work with partners and employees alike and are appointed as a trusted adviser by some of the largest law firms.

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Underwriters and brokers

We look after many members of the underwriting community and senior executives of insurance companies and have a working knowledge of investment within Lloyd’s of London

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