Getting the right advice is critical, especially with respect to financial planning and security in a complex and ever changing world.
Finding the right adviser is equally so, as this relationship will help form your future financial environment.
You need an Adviser you can have confidence in, that adds measurable value to you, your wealth and your decision process and is fully independent, appropriately qualified with a depth of experience in understanding your particular situation. Our People page can help here.
Also critical, is to ensure your adviser has a proven and clear Investment process! Please review our Investment Process page, to see how this works.
Alternatively pick up the phone and see if M3W Wealth Management LLP, are people you can do business with?
- Edinburgh - 0131 331 2948
- Aberdeen – 07710 444075
- Fraserburgh - 01346 510444
M3W ADVICE PROCESS
Our advice process and methodology are designed to maximise your wealth, be tax efficient, maximising your allowances to minimise tax paid on your assets, investments or inherited wealth. Our primary function is to provide advice and support on your investments, pensions, protection and mortgage arrangements through an advice process that is consistent, no matter what tax wrapper or arrangement you have or are considering. Please refer to Our Advice Process tab.
As truly “Independent Financial Advisers”, our aim is to seek to provide the most suitable and unfettered solutions after a fair and comprehensive analysis of the market.