We are a chartered firm
We hope the following information will help reinforce our unique proposition and encourage you to seek professional financial advice from Fleet Street Wealth.
Chartered status is the ‘gold standard’ in the finance industry. It provides clients with the utmost confidence by demonstrating a firm’s technical competence and their commitment to maintaining the highest possible standards of professionalism and integrity in all of their affairs.
We are independent
Our independent status provides assurance that our advice will always be based solely on what is best for you. Independence allows us to recommend products from across the entire market rather than being tied to a particular family of funds or single investment product. We can therefore access the best possible solutions and make bespoke recommendations tailored to your individual needs.
We only recruit the best
Our origins stem from working with lawyers. As a result, we recognised early in our history the need to recruit only the brightest, most talented individuals. We are one of the few firms to run a Graduate Training Programme and insist that all our staff work their way to Chartered status. This means you can be assured that you will only be dealing with advisers operating at the highest level.
Our employees are expected to have a strong sense of ‘right’, to contribute to our charitable endeavours and to challenge the ‘status quo’ in an effort to remain a market leader in the wealth management sector.
We offer a competitive and transparent fee structure
Our fees are highly competitive and always reflect the time spent working on your behalf. We have fixed initial fees and our ongoing charge is capped, which provides transparency and peace of mind to our clients. Wherever possible, we negotiate reduced fees with discretionary fund managers with some providing investment services for as little as 0.15% per year, which clearly has the potential to benefit our clients greatly.
We adopt a thorough and meticulous approach
We do not operate our own discretionary fund management proposition but instead negotiate deals with the best fund management houses. Our Technical and Research Team conduct whole of market reviews throughout the year and this includes the biggest and most niche companies alike. We also conduct ongoing analysis of all firms we deal with and each is required to provide regular financial data. This epitomises our meticulous approach to investing your money.
We are a firm you can trust
Our proposition has been designed to allow you to fully outsource responsibility for your finances to us whilst, at the same time, providing for full accountability on performance and charges. In other words, it has been designed to give clients complete peace of mind.
If you would like a no-commitment independent assessment of your finances from a market leading, Chartered wealth management firm then please do get in touch with us.
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.
What we do
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.
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.
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.