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Talking financial planning with James Relph of Executive Wealth Management

Experienced financial planners work with individuals and businesses across the South West.

Wigwam recently paid a visit to Executive Wealth Management's office in Swindon to catch up with company founder and director James Relph who has over 20 years' experience working in the financial services industry.

James has built up an excellent reputation with his clients, many of whom have dealt with him for years. He is a director of Wigwam sponsors Executive Wealth Management and their sister firm, Prospero Finance.

Executive Wealth Management provide bespoke financial advice to private clients, small business owners, families and trustees predominately on a fee basis. Their clients come from all walks of life and are not restricted to where clients reside, as they have clients all over the UK, although predominantly their clients are based in Wiltshire and the Thames Valley corridor.

As a company, they take great pride in helping their clients to achieve their long-term financial objectives, whether that is just starting out on the road to building their wealth or for those clients looking to preserve their wealth for future generations.

The skill of wealth management is the ability to respond to the needs and requirements of one generation whilst acknowledging the desires and aspirations of another. Structures put in place today may have far reaching effects tomorrow and an appreciation of longer term implications is essential in constructing a plan that satisfies the requirements of all parties.

Executive Wealth Management provide independent financial advice, financial planning and wealth management services to private clients, companies and Trusts. Their services incorporate comprehensive financial planning, investment portfolio management, retirement planning, inheritance tax planning and long-term care planning. Utilising the experience and knowledge of their highly qualified team, they pride themselves on the professional and long lasting relationship they develop with clients and their families.

An initial meeting is held at Executive Wealth Management's expense and is without obligation. Please contact them by telephone on 01793 976162 or email admin@executivewealthmanagement.co.uk.

executivewealthmanagement.co.uk

 

 

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