The Wealth Group

Our team is highly client-focused and service led. We develop long-term relationships directly with clients and, through regular reviews, we work to ensure that financial objectives, investments and planning are adjusted when needed to reflect changes in a client’s personal requirements and the financial landscape.

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The Wealth Group
The Wealth Group

The Wealth Group is privately owned.

Our team is highly client-focused and service led. We develop long-term relationships directly with clients and, through regular reviews, we work to ensure that financial objectives, investments and planning are adjusted when needed to reflect changes in a client’s personal requirements and the financial landscape.

We are:

Independent, ie not tied to any insurer, bank or other financial product provider or financial services network. This means we can ensure that the financial products we recommend fit the client and not vice versa.

Accessible: you will know your adviser, you will meet them, you can readily speak to them and you can expect them to be working with you for the long-term.

Fairly remunerated: through initial and ongoing charges agreed with you up front.

For individuals: 

  • Investment management
  • Retirement planning
  • Individual tax and estate planning, including will preparation
  • Probate and estate administration
  • Family and individual protection insurance

For business:

  • Corporate business planning
  • SIPP, SSAS set up, planning and administration
  • Group pensions administration
  • Partnership & shareholder protection insurance
  • Corporate tax planning

Typically, our clients are high net-worth individuals or small to medium sized businesses.

What we don’t do: 

Some important areas of financial services are outside our focus, for example mortgages, equity release and general insurance services. In those situations, we can facilitate advice through our small number of trusted third party advisers and stay in touch to monitor progress.

Our team

Nico Kontou Goymer, Managing Director
Richard Babb, Financial Adviser
Lee Spooner, Financial Adviser

Address: The Wealth Group, 15 Queens Road, Evesham WR11 4JN, UK

Phone: +44 01386 442 597
FAXl: +44 01386 442 750