Elegant Wealth Management

  • We Make Wealth Management Feel Refreshingly Human.

  • 25 Years of Experience.

  • Independent Advice providing a Lifetime of Financial Confidence.

    Our Mission: 

  • To give smart advice, delivered with friendly faces and never any jargon. Because it’s your money and your goals.

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25 Years of Expertise in;

  • Retirement Planning

    Retirement may seem a long way off, but it’s never too soon to begin saving. Let us talk you through the available options.

  • Ethical Investing

    Would you like to improve your finances while improving the world?

  • Estate Planning

    A well-organized estate is one of the most thoughtful gifts you can leave your family.

  • Tax Planning

    Minimize your tax bill with some smart planning that will leave more money in your pocket.

  • Charitable Giving

    The best gifts are planned. We can design a plan to help you support the charity or cause of your choice.