Empowering Financial Freedom
WealthTek LLP was a financial services company offering a comprehensive range of wealth management and advisory services. Sadly, in April 2023, the company was placed into Special Administration following regulatory concerns. The FCA intervened and appointed licensed insolvency practitioners to safeguard the interests of clients and creditors.
Our Approach to Client Care
During the Special Administration period, our primary focus is to:
- Secure client assets: We are working diligently to ensure the return of client assets as soon as practically possible.
- Maintain open communication: We are committed to providing regular updates to clients and creditors, addressing their anxieties and concerns.
- Explore potential solutions: We are exploring all options to either rescue the firm as a going concern or wind it up in the best interests of those affected.
Our Services
WealthTek LLP previously offered a comprehensive range of services across various segments, including:
Wealth Management
- Discretionary portfolio management
- Independent advice on retirement planning and wealth preservation
- Tax planning and optimization strategies
- Estate planning and succession solutions
Corporate Finance
- Corporate finance advisory
- Transaction support and valuations
- Debt restructuring and recovery services
- Risk management and compliance consultation
Institutional Client Services
- Consulting services for trustee in bankruptcy and insolvency practices
- Design and implementation of bespoke wealth management solutions for institutions
- Custody and administration services for closed-end funds and other alternative investments
Our Promise
Our experienced team of professionals is dedicated to navigating this challenging period with transparency and diligence. We understand the importance of preserving client wealth and restoring stability to the business.
Highly Satisfied Client Experience
The review from Malcolm Taylor highlights a 5-star experience with a financial institution. The author emphasizes the importance of a personal service, stating that the company provides a secure and trustworthy environment for investments. Malcolm notes that the firm does not engage in "churning" investments, which means they do not make unnecessary changes to his portfolio. He also recommends checking with the Financial Services Authority (FSA) before investing.
Lack of Unpleasant Experiences
There are no reports of unpleasant experiences, issues, or complaints raised by Malcolm in this review.
