Business Details
Trusted Financial Advisers in Shipley
Wealth Management Group is a family-run financial advisory firm based in Shipley, Yorkshire, dedicated to providing honest and ethical advice to individuals and businesses across the UK. Our team of fully qualified professionals prioritises long-term relationships and personalised service, offering expertise in mortgages, pensions, investments, inheritance tax planning, equity release, and corporate financial solutions. We operate with transparency, ensuring no hard sell or obligation, and provide free initial consultations either in person, over the phone, or online.Our services are supported by secure digital tools like Managed Direct and Dashly, while our partnership with Kinherit enhances our will planning capabilities. Regulated by the Financial Conduct Authority, we focus on unbiased advice tailored to clients' unique financial goals.
Services
Mortgages
Remortgages
Pensions
Investments
Inheritance Tax Planning
Will Writing
Financial Planning
Equity Release
Corporate Solutions
Income Protection
Highlights and features
- We are a family-run firm with a focus on building long-term relationships.
- Our team are fully qualified and regulated by the Financial Conduct Authority.
- We offer free initial consultations with no obligation to proceed.
- We access thousands of mortgage deals, including exclusive specialist lenders.
- Our advice prioritises your best interests without hard sell tactics.
Associations and certifications
- Financial Conduct Authority
Services
Mortgages
We provide practical mortgage advice tailored to your life stage, whether buying your first home, remortgaging, or releasing equity. Our service is free, as fees are paid by lenders, and we access thousands of competitive deals, including specialist options for self-employed individuals or those with credit challenges. Our team guides you through the entire process, from credit checks to completion, ensuring a seamless experience.
Pensions
Our pension specialists help you prepare for retirement, regardless of your career stage. We offer advice on consolidating multiple pensions, tax-efficient savings strategies, and creating sustainable income streams. With expertise in modern pension complexities, including self-employment impacts, we ensure your retirement plan aligns with your desired lifestyle while navigating inflation and investment risks effectively.
Inheritance Tax Planning
We help preserve your wealth for beneficiaries through legal tax-efficient strategies. Services include will drafting, asset transfers, and trust creation to minimise inheritance tax liabilities. Our team explains current thresholds, exemptions, and reliefs while providing peace of mind that your estate will support loved ones rather than HMRC, with flexible arrangements tailored to your specific circumstances.
Equity Release
For those over 55, we offer equity release solutions to access cash tied in property without monthly repayments. We explain lifetime mortgages and home reversion plans, ensuring you understand implications for inheritance and care home funding. Our advice balances immediate financial needs with long-term estate planning goals, helping you maintain residency while accessing funds for family support or personal enjoyment.
Investments
We help clients optimise investment portfolios for short and long-term goals, offering Managed Direct for entry-level investors and tailored strategies for experienced savers. Our advice focuses on risk management, diversification, and aligning investments with financial objectives, whether building wealth, funding education, or supplementing retirement income through proven asset allocation techniques.
Questions
What financial services do you offer?
We offer mortgages, pensions, investments, inheritance tax planning, equity release, will writing, income protection, and corporate financial solutions.
Are your services available outside Shipley?
Yes, we work with clients across the UK, offering online consultations and remote service access alongside in-person meetings.
How are your mortgage fees structured?
Our mortgage advice is free, as fees are paid by lenders. We access exclusive deals not available through high-street providers.
Do you provide regulated financial advice?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA number 467903).
Can I get help with existing investments?
Yes, we review and optimise existing portfolios, offering strategies to improve performance and align with your financial goals.
How do I start the financial planning process?
Book a free, no-obligation consultation where we'll understand your goals and create a tailored financial plan.
