Business Details
50+ Years
experience
Your Trusted Partner for Financial Planning and Wealth Management
At Condies Wealth, we place our clients at the heart of everything we do, delivering tailored financial planning advice and practical solutions to individuals, families, and businesses. With decades of experience, our approach begins by understanding your unique financial situation and objectives, then developing actionable plans to help you achieve your goals. We prioritise clarity and transparency, offering jargon-free advice on savings, investments, pensions, protection, mortgages, and inheritance tax planning.Our team combines technical expertise with a commitment to long-term relationships, ensuring clients receive strategic guidance aligned with their aspirations. Backed by our integration with Dains Group, we leverage enhanced resources and sector-specific knowledge while maintaining the personalised service that defines us. From initial consultations to ongoing support, we aim to empower clients with confidence in their financial future through integrity, innovation, and dedicated client care.
Services
Accountancy & Business Advisory
Tax Compliance
Wealth Management
Pension Planning
Mortgage Advice
Inheritance Tax Planning
Corporate Finance
Digital Transformation
Probate Services
Forensic Accounting
Details
- Year established: 1920
Highlights and features
- We offer sector-specific expertise for healthcare professionals and businesses.
- Our team provides fixed-fee accountancy services with no hidden costs.
- We implement cloud accounting solutions tailored to individual business needs.
- We conduct annual benchmarking to identify cost savings and income opportunities.
- Our advisors hold memberships in specialist professional bodies like AISMA.
Associations and certifications
- AISMA
- NASDAL
What people say
Expert guidance
Personalised approach
Reliable support
Tailored solutions
Smooth mortgage process
Services
Accountancy & Business Advisory
We deliver comprehensive accountancy and business advisory services tailored to SMEs and individuals. Our solutions focus on tax efficiency, compliance, and strategic growth planning. With sector-specific expertise, we help clients navigate financial challenges while ensuring regulatory adherence.
Wealth Management
Our wealth management services provide personalised strategies for asset growth and preservation. We specialise in portfolio diversification, risk management, and long-term financial security planning. Clients benefit from ongoing reviews aligned with evolving market conditions and personal objectives.
Pension Planning
We design pension plans to ensure comfortable retirement through tax-efficient contributions and investment strategies. Our advice covers state pensions, private schemes, and workplace pensions, with expertise in navigating complex regulations like Lifetime Allowance rules.
Mortgage Advice
Our mortgage advisory service offers tailored solutions for first-time buyers, remortgagers, and buy-to-let investors. We provide access to competitive rates and specialist products while ensuring affordability assessments meet individual financial circumstances.
Inheritance Tax Planning
We develop strategies to minimise inheritance tax liabilities through legal exemptions, trusts, and gifting strategies. Our approach balances tax efficiency with wealth preservation, ensuring smooth intergenerational transfers while complying with current legislation.
People
Randal
Financial Adviser
With over 15 years of experience, Randal specialises in mortgage solutions and wealth management. He prioritises client needs, offering tailored advice on home financing and retirement planning.
Terri
Financial Adviser
Terri focuses on first-time buyer mortgages and long-term financial planning. Her client-centric approach ensures clear communication and support throughout the mortgage process.
Questions
What financial services does Condies Wealths Wealth offer?
We provide wealth management, pension planning, mortgage advice, inheritance tax strategies, and business financial solutions tailored to individual needs.
How do you tailor financial plans to individual clients?
We conduct detailed assessments of your financial situation, goals, and risk tolerance to create customised plans aligned with your specific objectives.
Can you help with first-time buyer mortgages?
Yes, we specialise in guiding first-time buyers through mortgage options, affordability assessments, and application processes with clear advice.
What is your approach to inheritance tax planning?
We use legal exemptions, trusts, and gifting strategies to minimise liabilities while ensuring wealth preservation for future generations.
How do you stay updated on financial regulations?
Our team maintains memberships in professional bodies like AISMA and participates in continuous training to ensure compliance with evolving standards.
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Reviews (3)
Stag Design
Jun 08, 2018
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I have used Condies CA for my own personal Tax, business accounts along with other specialist services for 4 years. My personal experience has been with Jason Condie and his team. I can whole heartidly recommend them over any other CA I have used before. They are efficient, personable, cost effective and most importantly they listen to you. Keep up the good work!
Raffaello Palandri
Oct 08, 2017
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Experience, efficiency, knowledge. All you need to run along your business without being concerned about taxes or accountancy.
Kallum Russell Kallum With A. K.
Aug 31, 2017
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I have spoken to several members of the team at Condies and have found them all to be: extremely thorough, knowledgeable and helpful. On top of that, they are really good people who care about you and your business and want you to succeed. Therefore, I have no hesitation in recommending them.
