Accumulate Wealth

Client Services Proposition 

Accumulate Wealth Management provides a boutique style of service to its Private Clients (please click on the Client Profiles tab above for more information).

For Corporate Clients it offers a truly service based proposition where proactive help is required to run existing employee schemes or establish new arrangements (please click on the Client Profiles tab above for more information).

The culture and ethos of Accumulate Wealth Management

Accumulate Wealth Management was conceived from the conviction that service and integrity are the key differentiators.  Ongoing face to face meetings as well as regular written summaries allows the client to retain control and feel informed.  Our research indicates that clients will find the associated costs to be very competitive at a time when there is a lot of focus on the different ways that an adviser receives payment for advice.

We believe Accumulate Wealth Management offers a unique proposition for those seeking a long term relationship with a firm of financial planners, where solutions are not restricted to any one firm or product is valued.

Independence

Accumulate Wealth Management is not tied to any bank, investment house or insurance company.  We are independently owned.  By maintaining this independence the integrity is preserved, unbiased advice is offered and the client’s best interests are at the forefront of the solutions provided.