Business Details
Your Trusted Partner for Financial Wealth Solutions
At Inspire Wealth, we are independent wealth advisers dedicated to helping individuals and businesses grow their wealth through tailored strategies. Our approach centers on lifestyle, investment, and tax planning, ensuring a holistic view of each client's financial journey. We prioritise transparency, with clear explanations of services and costs, and maintain a client-centric ethos through dedicated support and regular reviews. Our team of experienced professionals collaborates to deliver innovative solutions, adhering to rigorous compliance standards and regular investment committee oversight. With a focus on honesty and simplicity, we streamline complex financial processes, acting as a 'one-stop shop' for our clients' wealth management needs.Our mission is to empower clients to achieve their desired lifestyles, whether through retirement planning, tax efficiency, or strategic investments. By combining technical expertise with personalised service, we build long-term relationships grounded in trust and measurable outcomes. Our commitment to continuous improvement is reflected in quarterly investment reviews and adaptive strategies that align with evolving market conditions and client goals.
Services
Lifestyle Planning
Investment Planning
Tax Planning
Discretionary Fund Management
Ongoing Service Reviews
Highlights and features
- We provide transparent service pricing with no hidden costs.
- Our team includes specialists in tax planning and compliance.
- Regular Investment Committee meetings ensure strategies remain dynamic and effective.
- We offer ongoing review meetings tailored to individual client needs.
- Holistic cash flow analysis helps clients visualise their financial lifestyle goals.
Associations and certifications
- Financial Conduct Authority
What people say
Confident retirement planning
Clear guidance
Dedicated advisers
Tax-efficient solutions
Long-term trust
Services
Lifestyle Planning
Wealth Lifestyle planning at Inspire Wealth focuses on aligning financial resources with personal aspirations. By analysing cash flow and assets, we create visual projections of future lifestyles, whether early retirement, luxury purchases, or family support. Our approach ensures clients understand how their current financial arrangements can support their desired lifestyle without compromising long-term security.
Investment Planning
Portfolio Strategy services involve constructing diversified investment funds tailored to risk profiles. Our Investment Committee employs tactical asset allocation, adjusting portfolios based on market trends and client risk tolerance. Using modern portfolio theory metrics like Sharpe ratios, we aim to outperform benchmarks while maintaining controlled volatility, with quarterly reviews to ensure strategy alignment with client goals.
Tax Planning
Tax Efficiency services focus on minimising tax liabilities through HMRC-approved strategies. We specialise in inheritance tax reduction, capital gains management, and business profit extraction. By leveraging tax incentives and compliance-tested schemes, we help clients protect assets while ensuring adherence to regulatory requirements, providing both short-term savings and long-term estate planning benefits.
Discretionary Fund Management
Asset Management services involve active oversight of diversified portfolios, with regular adjustments by our Investment Committee. We utilise strategic and tactical allocations to balance risk and return, focusing on long-term growth with controlled volatility. Clients benefit from expertise in fund selection, market analysis, and adaptive rebalancing to maintain alignment with evolving financial objectives.
Ongoing Service Reviews
Wealth Monitoring includes scheduled reviews to track progress toward financial goals. These meetings assess changes in client circumstances, adjust strategies as needed, and ensure ongoing alignment with lifestyle aspirations. Regular updates on portfolio performance and administrative support maintain transparency, fostering trust and enabling proactive decision-making throughout the wealth journey.
People
Peter Williams
Managing Director
Passionate about inspiring purpose-driven lives, Peter leads Inspire Wealth with a vision to transform financial planning into a tool for achieving life goals.
Marcus Brown
Senior Wealth Adviser
Marcus combines technical expertise with client-focused service to help individuals build wealth aligned with their personal and financial aspirations.
Chris Scawn
Wealth Adviser
With a background in financial services since 2004, Chris guides clients toward achieving their financial goals through tailored planning solutions.
Charlene Andrews
Senior Technical Support
Charlene supports wealth advisers with compliance and tax planning expertise, ensuring technical accuracy in client strategies.
Rachel Ball
Technical Support / Protection Adviser
Rachel specialises in cash flow analysis and insurance advice, helping clients quantify lifestyle goals and protection needs.
Questions
What services does Inspire Wealth offer?
We provide lifestyle planning, investment planning, tax planning, discretionary fund management, and ongoing service reviews for personal and business clients.
How does Inspire Wealth approach investment strategy?
Our Investment Committee constructs risk-controlled portfolios using tactical asset allocation, modern portfolio metrics, and quarterly market reviews to optimise returns.
Can you help with inheritance tax planning?
Yes, we implement HMRC-approved tax strategies to reduce inheritance tax liabilities while ensuring compliance with regulatory standards.
How often are service reviews conducted?
We agree on review frequency tailored to client needs, with quarterly investment updates and ad-hoc meetings for changing circumstances.
What sets Inspire Wealth apart from other advisers?
We combine holistic cash flow analysis, transparent pricing, and a client-first ethos with technical expertise in complex tax and investment strategies.
