Business Details
Trusted Wealth Management Services in London
At Experium Financial Services, we specialise in delivering tailored wealth management advice to individuals and businesses across London and the South East. Our approach centres on building long-term relationships, ensuring every client's unique financial objectives are met with precision and care. As a family-run business, we prioritise integrity and exceptional customer service, leveraging decades of expertise to help clients grow, protect, and preserve their wealth.Our services span investment planning, retirement strategies, protection planning, and corporate solutions, with a particular focus on supporting legal professionals through complex financial landscapes. By maintaining a client-first ethos, we provide the clarity and confidence needed to navigate wealth management successfully.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages & Banking
Wealth Preservation
Intergenerational Planning
Legal Professional Advice
Highlights and features
- We offer tailored wealth management solutions for individuals and businesses
- Our team builds long-term relationships with clients for ongoing support
- Specialist expertise in advising legal professionals and high-income earners
- Comprehensive services covering investment, retirement, and protection planning
- Regular reviews ensure financial strategies adapt to evolving client needs
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Investment Management
Our investment management service helps clients grow their wealth through diversified portfolios tailored to their risk tolerance and financial goals. We provide ongoing monitoring and adjustments to ensure optimal performance. Clients benefit from expert market analysis and strategic asset allocation designed to maximise returns while managing risk effectively.
Retirement Planning
We create custom retirement plans that ensure financial security during your later years. Our approach considers current assets, desired lifestyle, and tax-efficient withdrawal strategies to maximise your pension pot. Regular reviews keep your plan aligned with changing circumstances and regulatory updates, providing peace of mind for your future.
Protection Planning
Our protection planning safeguards your financial wellbeing against unforeseen events. We assess life insurance, critical illness cover, and income protection needs to create a safety net for you and your family. This service ensures your loved ones remain financially secure while maintaining business continuity for entrepreneurs and company directors.
Corporate Services
We provide tailored financial solutions for business owners, including succession planning, cash flow management, and tax-efficient investment strategies. Our corporate services help directors and shareholders optimise company assets while preparing for future transitions. Specialist advice covers business protection, employee benefits, and strategic growth funding options.
Legal Professional Advice
Designed specifically for legal professionals, this service addresses the unique financial challenges faced by solicitors, barristers, and in-house counsel. We offer career-stage-specific advice on cash flow management, partnership buy-ins, tax planning, and wealth preservation. Regular reviews ensure strategies evolve with your professional progression and changing regulatory environment.
Questions
What areas do you cover for financial advice?
We provide wealth management services across London and the South East region, supporting both individual clients and businesses.
Do you specialise in any particular financial sectors?
We have particular expertise in advising legal professionals and business owners, though we work with clients from all professional backgrounds.
How do you tailor financial plans to individual needs?
We conduct comprehensive assessments of your financial situation, goals, and risk tolerance to create bespoke wealth management strategies that evolve with your circumstances.
What investment options do you offer?
We provide access to a wide range of investment vehicles including funds, equities, bonds, and alternative assets, all selected based on your specific financial objectives.
How often do you review financial plans?
We conduct regular reviews at least annually, with additional check-ins available whenever significant life changes or market developments occur.
Are you regulated by financial authorities?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management, which is authorised and regulated by the Financial Conduct Authority.
Reviews (2)
Roger Prime
Dec 13, 2019
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I have been in the fortunate position to have worked with both Nigel and Rhiannon. My wife and I feel our finances are in good hands. We now no longer dread talking money and understand what we need to do to meet our goals.
Heather C.
May 31, 2019
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Highly recommend! Friendly, reliable and professional service. I was confident in their ability to find me the best deal that suited me and my needs.
