Welcome to Braemar Wealth Management

Our aim is simple; to provide easy to understand, independent financial advice to everyone. Whether you are looking to review or start a pension, want to protect your family and loved ones, set up or manage existing investments, reduce or mitigate tax, review your mortgage or buy your first home, we are here to help.

We are one of only 340* firms in the UK to have achieved Corporate Chartered Status, and are also part of the select club of 2,400 individuals who hold the title of Chartered Financial Planner. As such we are committed to the Chartered Insurance Institute’s code of ethics and conduct, reinforcing the highest standards of professional practice.

 

Why us and Why Wealth Management?

We value our client relationships and have the testimonials to prove it! Additionally we practice what we preach and are always happy to tell our clients what plans we have in place for our families and retirement.

Wealth Management is a holistic approach to finances, to determine what’s really important to each individual. From this we tailor make a financial solution which can help protect loved ones and realise dreams.

*(Source: Chartered Insurance Institute www.cii.co.uk)

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