Welcome to Stewart Wealth Management ltd.
SWM-Ltd are committed to providing individual, personal, professionally structured financial planning advice to high net worth individual clients and business owners.
To ensure the quality of services and technical expertise we provide, when appropriate, we work closely with other legal and taxation experts.
Self invested pensions are arranged with a leading firm of independent trustees.
Investment portfolios are structured within the latest “wrap accounts” available providing a single investment account which has the ability to hold virtually the entire range of traditional investments.
Areas of expertise can be identified as:
- Pre and Post Retirement Planning
- Investment Portfolio Design and Structure
- Effective Tax Planning
- Pension Transfers Options and Advice