Provest Financial Solutions

At Provest Wealth Management, we understand that every individual's definition of true wealth differs. Our clients are unique, but what unites them is a desire to live a life where true wealth is experienced, not merely measured by numbers in the bank. We are dedicated to helping you find answers to life's important questions and create the life experiences you crave, all with financial certainty and expert advice.

About Us

Our managing partner, Paul Tracey, is a Chartered and Certified Financial Planner who holds ISO 22222 certification for financial planning. Provest Wealth Management is accredited with British Standards BS 8577 for providing financial advice and planning services. Our 30 years of experience and qualifications form the backbone of who we are and everything we do for you. With over 100 satisfied clients, our focus on building personal relationships and providing expert advice has been the key to our success.

How We Work

We believe that the best things in life come from personal relationships. Our expert team supports your personal financial planner in a range of specialisms, ensuring that you receive the best advice and service. We take the time to understand your hopes, ambitions, priorities, and limitations, and provide tailored financial life coaching to help you make the most of your wealth.

Our Services

At Provest Wealth Management, we specialise in helping you answer the big questions around what life should look like. We provide expert advice on investments, mortgages, intergenerational planning, and more. Our goal is to help you navigate the complex world of financial planning, ensuring that your lifestyle requirements are met and your financial future is secure.

Financial Life Coaching

Our financial life coaching service is designed to help you find the answers to life's important questions. We take the time to understand your unique situation, goals, and aspirations, and provide tailored advice to help you make the most of your wealth. Our approach focuses on your big questions and important goals, ensuring that you have the financial clarity you need to create the life experiences you crave.

Investments

Our investment service is designed to help you grow your wealth and achieve your financial goals. We provide expert advice on a range of investment options, tailored to your unique situation, goals, and risk tolerance. Our goal is to help you make informed investment decisions, maximise your returns, and secure your financial future.

Mortgages

Our mortgage service is designed to help you find the right mortgage for your unique situation. We provide expert advice on a range of mortgage options, tailored to your unique situation, goals, and financial circumstances. Our goal is to help you find the right mortgage, secure the best deal, and ensure that your home is affordable both now and in the future.

Intergenerational Planning

Our intergenerational planning service is designed to help you plan for the future and ensure that your wealth is passed on to the next generation. We provide expert advice on a range of intergenerational planning options, tailored to your unique situation, goals, and financial circumstances. Our goal is to help you protect your wealth, minimise tax liabilities, and ensure that your legacy lives on.

At Provest Wealth Management, we are committed to helping you create the life experiences you crave, with financial certainty and expert advice. Whether you are looking to grow your wealth, secure your financial future, or pass on your legacy, we are here to help. Contact us today to learn more about our services and how we can help you achieve your financial goals.