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WHAT OUR CUSTOMERS SAY

At the heart of everything we do is one simple defining message – Value and prioritise your clients financial security.

We strive to make a positive difference to our clients at every opportunity.

This is where we derive our greatest satisfaction and how we strongly believe all areas of financial planning and wealth management should be approached.

This is what drives us and lies at the heart of our rigourous attention to detail and commitment to achieving incremental gains for our clients at all stages of the advice process.

Find out more about our Approach

What Our Customers Say.

“I have worked with FP Wealth Management for more than 18 years where they act as investment manager for a structure which I manage which holds investment productsThey provide clear and concise investment recommendations with detailed explanation and rationale.They also monitor the investments on our behalf and are always reactive to major and minor events which require our attention.They have helped to generate excellent performance from our portfolios during the course of our relationship.”

What Our Customers Say.

“After a difficult divorce in my mid 60s came the need for me to manage my own affairs. Having made the, now necessary, new will FPWM was recommended to me by my solicitor.
 
From the beginning I have found FPWM informative, helpful, kind and clear communicators with interesting and, above all, successful investments giving me a good living.”

What Our Customers Say.

“FP wealth management took considerable trouble to explain the reasons behind various investment choices available to us in the context of our current financial requirements, and how these could evolve in the future to provide for changing circumstances. We were surprised by the level of detail provided and impressed how the advice was tailored to meet our needs. This gave us the confidence to proceed with their proposals.“

What Our Customers Say.

“I was referred to FPWM by my solicitor following the death of my husband, who had managed all of our finances. From the start I was treated with respect and understanding and trusted them straight away.  They took time to explain everything and didn’t make me feel incompetent.“

“I firmly believe in the law of incremental gains. Through attention to detail and a commitment to making a difference at all stages in the planning, implementation and ongoing management of our client’s affairs; we can add discernible value.”

Alistair Ellen
Director FPWM

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FP Wealth Management Ltd is an appointed representative of Baker Davies Limited which is authorised and regulated by the Financial Conduct Authority. FCA Number: 438213
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