About Trusted Wealth

Unlock the door to financial success with Trusted Wealth
We are independent Chartered Financial Planners, with the sole focus on growing and protecting your wealth. We are qualified to the very highest level the industry has to offer and subscribe to the highest code of ethics to ensure our clients are at the heart of everything we do. Being totally independent means that we have no directors to please and are not restricted to in-house sub-standard investment strategies, unlike some of the larger firms – Trusted Wealth’s financial advisers offer expert financial planning and market wide choice at the best value in the industry – simple as that!
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Commercial mortgages
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Long term care

  • :
  • Sharia finance

  • Find the best price for your project, click on a trade to get started