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Our Approach

At Irwell Wealth Management, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations.

The six-step process

The six-step process

We often meet clients at their place of work or their homes, but we also welcome visits to our offices.

We will work closely with other professionals, such as accountants and solicitors, to deliver a seamless service to you. This is the six-step process we follow:

Why use Irwell Wealth Management?

Why use Irwell Wealth Management?

Best advice

We are not tied to any high-street bank or building society and can therefore offer truly independent advice.

Simplifying the process

We do business in a way and at a time that suits you – in other words, we remove all the hassle for you.

Easy to understand

We listen to your requirements and then use our experience to find you the best solutions. We break down the key facts to allow you to make the decision that’s right for you.

Relationships

You will have one dedicated adviser, and our aim is for this to become the start of a long and mutually beneficial relationship.

Private Clients

At Irwell Wealth Management, we provide comprehensive financial planning services for private clients, whether they are saving for their first property or taking drawdown from their retirement funds.

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Corporate Clients

If you are a company director who is accumulating wealth, or you are about to enter the retirement phase of your life, there are a number of key investment and pension considerations that relate to you personally and also to your company.

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