You work hard for your money, we make your money work hard for you.
Who We Are
At Knightsbridge Wealth Management, we pride ourselves on being a boutique firm that provides a more personal service to our clients. As a highly qualified team of professionals, we have an in-depth knowledge of client needs, gained from experience in helping our clients to meet a variety of different objectives. Whether it's protecting and growing their wealth, or providing a comfortable income in retirement, we have the expertise and expertise to help them achieve their financial goals.
Our Services
At the heart of our business is our Wealth Management service. We devise Wealth Management strategies for our clients and ensure they are reviewed regularly to ensure their financial affairs are aligned with their changing needs and goals. Our investment philosophy is based on research by some of the world's top academics and investment houses, and we believe that our boutique approach allows us to offer a more tailored and personal service to our clients, something that may not be available from larger national companies.
We also offer a range of additional services, including Pension advice, Investment solutions tailored to our clients' individual needs and protection options to ensure the value of their wealth is preserved. Additionally, our Estate Planning service helps clients to plan for the future and ensure their wishes are carried out smoothly.
Our History and Values
Knightsbridge Wealth Management was founded in September 1996 by our Managing Director and Chartered Financial Planner, John McClelland. John has been involved in Financial Services since 1985 and decided in September 1996 to pursue his goal of setting up a new style of financial planning business. Over the years, the experience gained and the addition of more highly qualified staff have enabled us to evolve our vision of providing both corporate and personal clients with peace of mind and financial security by helping them make informed decisions about their financial goals and aspirations.
Our Commitment to Excellence
At Knightsbridge Wealth Management, we are committed to providing our clients with the highest level of service and expertise. We believe that our boutique approach allows us to offer a more tailored and personal service to our clients, something that may not be available from larger national companies. Our dedicated team of professionals is passionate about helping our clients achieve their financial goals and providing them with peace of mind and financial security.
Regulation and Compliance
Knightsbridge Wealth Management is Authorised and Regulated by the Financial Conduct Authority (FCA) and is entered on the Financial Services Register under reference 485258. We are also registered in Northern Ireland, Company No NI068965. Our regulatory statements are available on request.
Excellent Customer Service
The reviews highlight the exceptional customer service provided by Maurice, who handled all queries in a professional manner. He took the time to thoroughly explain options and made customers feel comfortable making informed decisions regarding their pensions. The reviewers highly recommend Maurice based on their positive experience.
Conclusion
The reviews demonstrate Maurice's expertise and commitment to providing outstanding customer service. His professionalism, patience, and willingness to explain complex options have earned him high praise from his clients.