Alan Filsell Wealth Management

About us

At Filsell Wealth, we understand that wealth is about more than just numbers. It's about security, freedom, and achieving your aspirations. Our mission is to partner with you to build, grow, protect, and preserve your wealth, empowering you to achieve financial peace of mind.

Our Values

• Integrity: We uphold the highest ethical standards and maintain transparency in all our dealings.
• Client Focus: Your needs and goals are our top priority. We take the time to understand your unique situation and provide personalized solutions.
• Expertise: Our team of qualified professionals possesses extensive experience and knowledge across all aspects of wealth management.
• Partnership: We cultivate long-lasting relationships built on trust and open communication.

What We Do

We offer a comprehensive range of services tailored to your specific circumstances and goals. These include:

Wealth Planning

• Goal setting and financial planning
• Investment management
• Tax planning and optimization
• Estate planning and philanthropy

Retirement Planning

• Pension review and optimization
• Retirement income planning
• Succession planning

Risk Management

• Insurance planning and review
• Portfolio diversification analysis
• Fraud prevention and identity theft guidance

Cyber Security

We are certified to Cyber Essentials Plus, demonstrating our commitment to maintaining the highest standards of data security and confidentiality.

Testimonials

"Samantha Bradshaw has been an exceptional advisor, providing sound knowledge and empathetic guidance." - Jill Wilson, PE Teacher

"I feel completely confident knowing that my money is in the capable hands of St. James's Place." - Kirsty Hope, Marketing Consultant

"The team at St. James's Place have consistently provided insightful advice and support." - Luis Prato, Underwriting Manager

Our Commitment

At Filsell Wealth, we are committed to providing exceptional client service, tailored solutions, and ongoing support throughout your financial journey. We believe in building lasting relationships and partnering with you for the long haul.