Empowering your financial future

Our services

  • Retirement should be a time to enjoy life, not worry about finances. Whether you're still contributing, approaching retirement, or already retired, we help you create a tailored retirement plan. Our strategies ensure you have the financial freedom to live the retirement you deserve, with peace of mind for the years ahead.

  • Your investments should reflect your goals, values, and risk tolerance. Our expert team designs bespoke investment strategies to grow and protect your wealth over time. With a focus on diversification, performance, and cost-efficiency, we aim to deliver value at every stage of your financial journey.

  • Proactive tax planning can make a significant difference to your financial goals. We help you navigate the complexities of tax laws to maximise your allowances, reduce liabilities, and plan effectively for the future. From personal tax efficiency strategies to business tax planning, we ensure your wealth works harder for you.

  • We support business owners with personalised financial planning that aligns both business ambitions and personal goals. Whether it’s building long-term value, preparing for succession, or protecting what matters, we provide clarity, structure, and expertise every step of the way.

How we work

  • We start by getting to know you. This means understanding your financial goals, the people who matter most in your life, and the lifestyle you envision. Together, we’ll explore your aspirations, priorities, and any exciting plans or dreams you’d like to achieve. This conversation also helps us assess your current financial position, laying the foundation for tailored advice.

  • With a clear understanding of your goals, we dive into the details of your current financial arrangements. Using this analysis, we design a personalised investment strategy that reflects your specific objectives, time horizons, and risk preferences. Our recommendations are bespoke, ensuring they fit seamlessly into your unique financial journey. Additionally, we’ll provide insights into tax planning and other strategies to help optimise your financial position.

  • Once you’re ready to proceed, we take care of the details. From handling paperwork to coordinating with investment professionals, we ensure a seamless transition to your new financial plan. We’ll stay in close contact throughout the process, making sure everything runs smoothly and keeping you informed every step of the way.

  • Financial planning is not a one-time event, which is why we encourage all of our clients to commit to a review at least once a year. These meetings offer the opportunity to review progress, refine your investment strategy, respond to market changes, and explore new opportunities as they arise. Staying connected means we can give you the clarity and confidence that your financial future remains firmly on track.

Meet our financial advisers

Experience the tailored wealth management services of Welsh & Taylor Wealth. Our expert advisors are here to guide individuals and business owners towards financial success.

Portrait of a man with dark hair and a beard, wearing a black blazer and a tan turtleneck, standing with arms crossed against a plain gray background.
A young man with short dark hair wearing a black suit and white dress shirt, standing with arms crossed and smiling at the camera against a plain white background.
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Our clients

  • A scenic view of mountains and a body of water at sunset, with green grassy slopes in the foreground and a partly cloudy sky.

    "Martin has given me confidence in dealing with my pensions and finances and explained all options in a way I understood."

    - VouchedFor Review

  • A mountain landscape featuring a large granite mountain, illuminated by sunlight, and a forest of evergreen trees at the base.

    "Kieran takes time to fully understand your situation before making any recommendations to you. He gives you a feeling of confidence in his expertise."

    - VouchedFor Review

  • View of a city skyline in the distance through trees and rocks, with the moon visible in a clear sky.

    "Liviu is very knowledgable, friendly and approachable, and has given me good advice/information. I can't think of anything Liviu could have done better."

    - VouchedFor Review

Let’s work together

Looking for a trusted financial adviser? Simply provide us with your details below, and our team will reach out promptly. We look forward to connecting with you!