Tel: 0333 11 222 11     Email: info@fbwealth.co.uk
My Hero

Our Clients


FB Wealth Management Limited has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for over 30 years, and throughout this period we’ve developed many good friendships.

Our independent status means we only ever work for you, the client. Being free of any restrictions or ties allows us to deliver a service that will precisely match your goals, aims and requirements and we’ll always explain the rationale behind any recommendations made. The transparency of our service is also mirrored in that we are overseen by the watchful eyes of industry regulators, the Financial Conduct Authority (FCA) through whom we are directly authorised.

FB Wealth Management offer both personal and corporate advice on a whole range of financial services including the following:

Personal

Retirement and pension planning
Investing for capital growth or income
Tax planning and mitigation*
Income protection
Inheritance and succession planning
Long-term care
Family protection life assurance

Corporate

Retirement and pension planning
Investing for capital growth or income
Tax planning and mitigation*
Income protection
Inheritance and succession planning
Long-term care
Family protection life assurance

*The Financial Conduct Authority (FCA) does not regulate all of these products and services




Corporate clients

Private clients

Resource centre

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