Bircroft Wealth Management Ltd

Bircroft Wealth Management provides companies, families and individuals with a highly professional and personal Wealth Management service. We are fully independent and impartial, and are not incentivised to sell specific products or services. We genuinely put our clients' interests first and focus on providing quality advice with the utmost of integrity. In a Financial Services industry often dominated by 'Sales', we believe that our approach is both refreshing and rewarding. Our approach involves investing time with our clients to really understand their specific needs and objectives. We establish long lasting relationships with our clients built on trust and a high service ethic. This section therefore sets out to give you information about us – our firm, our staff and fee basis. Our ethos is founded on: Putting the client's financial interests first. This is our principle philosophy and is borne out of many years' experience working in a professional practice environment. Independent professional standards. The principles of the International Financial Planning Standards Board (FPSB) are the framework for developing financial plans for our clients. This means that we apply consistent, independent, high quality standards, and you benefit from comprehensive tailored advice, subject to regular reviews. We also adhere to the UK's Institute of Financial Planning code of ethics and professional practice. Being highly qualified. Our advisers are either Certified or Chartered Financial Planners, these being significantly higher qualifications than the minimum required by the Financial Conduct Authority. A transparent fee-based approach to charges. We distinguish between giving financial advice and effecting investment transactions. Having received financial advice from us, clients are under no obligation to effect any transactions. Our fees take account of the time spent, or likely to be spent, in carrying out the work, the complexity of the work, the skills of the person doing it, and our liabilities and regulatory obligations in respect of the work.

Address: Alpha House, 24a, Lime Street, London EC3M 7HJ, United Kingdom

Phone: +44 207 397 0689
FAX: