Welcome to Exchange Wealth Management

As a team of highly qualified and experienced wealth managers, we believe that planning for a secure financial future is the most important step you will ever take. By getting to know you and identifying your personal and lifestyle goals, our specialist advisers can create a complete financial plan of action; one that adapts as your circumstances, and those of the world around you, inevitably change.

Please take a moment or two to browse our site. It outlines our key values, services and processes, and how they all fit together to give you all you need for a secure and prosperous future. All you need to do then is to give us a call to arrange an initial, informal, meeting, and if you like what you hear, simply take it from there.

What we can do for you…

Retirement planning

This is a key area for most people when considering their financial future. It’s also one that’s continually evolving. Since 2015, the Government has made a particular focus of changing the pensions landscape. With new freedoms, pension pots have been made easier to access – but that doesn’t mean it’s straightforward. In fact, it’s far from it. At Exchange Wealth Management, we have some of the most experienced and dedicated Financial Advisers and support staff in the financial services industry. They’re here to guide you guide you through the nuances of retirement planning, enabling you to achieve that long, secure and happy retirement you have always dreamed of.

Protection and insurance

If you have a mortgage or simply want to protect your income against unexpected circumstances such as illness or unemployment, there are a number of ways you can protect both you and your family. The key to successful planning is to ensure you are covered for a suitable amount, and with the type of policy that takes your individual needs and circumstances into account. Our expert advisers will guide you through the options available, and help you to choose the most effective ways to keep your loved ones, and your assets, as safe and secure as can be. We can also help you to save for your children and grandchildren’s future through tax-efficient long-term plans.

Mortgages

Whether you’re a first-time buyer, self-employed, retired, ex-patriate or are just simply looking for a better rate of interest, we can help you to find the mortgage that suits your personal needs. As established independent mortgage specialists, we have years of industry experience and access to mortgage products not available on the high street. From residential to buy-to-let, commercial or semi-commercial lending, we will be able to find the best solution to your borrowing needs. Through our carefully selected panel of lending partners, we can also offer a wide range of specialist products for clients with historic/current credit problems or unconventional circumstances. Call us today to see how we can help.

Not all buy-to-let/commercial mortgages are regulated by the Financial Conduct Authority

Equity release

Many (particularly more mature) people currently live in homes that have increased in value over the years that they’ve been living there – and, with their mortgages paid off, they have a significant amount of equity just ‘sitting there’. Equity release is a great way to help you to unlock the wealth you have tied up in your property, and help you enjoy your retirement. At Exchange Wealth Management, we offer products and services that conform to the best practices of the sector (we only recommend Equity Release Council approved plans), ensuring that you are fully informed and protected when you release any of the equity in your home. Why not make use of the assets you’ve worked hard to acquire and enjoy a life of leisure?

There will be a fee for mortgage advice. The precise amount will depend upon your circumstances but we estimate that it will be £995.00 To understand the features and risks ask for a personalised illustration.

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