Seagate Wealth Management provide Independent Financial Advice. We work in conjunction with fully regulated and authorised companies.
|Mission||Our vision is to make our clients financially secure.|
Whatever your financial situation, your Seagate adviser will respond with reliable and personal advice designed to suit your requirements. We believe our success is a result of two fundamental principles : the strength of the relationship between our advisers and their clients and our distinctive approach to investment advice. We consider wealth management to be the provision of personal, face-to-face advice and putting clients firmly at the centre of everything we do.
Why are we different?
We always put our clients' needs and priorities first
We only offer regulated financial advice
We are completely transparent on our services, charges and terms
We adhere to strict business standards
We have extensive experience in investment, pension and inheritance tax planning
We are truly independent with access to UK and European regulated investment funds
Our values are simple – to be independent, transparent, supportive and straightforward. If you want your money to work harder or you have a UK pension fund and need advice on your options, then please contact us today. Our friendly team are here to help you.
|Products||Investments, Pension Tracing and Transfers, Savings and Inheritance Tax Planning|