Business Details
Your Trusted Financial Planning Partner in Newton Abbot
At Maskery Wealth Management, we are committed to delivering expert financial advice rooted in integrity, quality, and excellence. Our approach focuses on building long-term relationships with clients, ensuring their financial well-being through tailored strategies. With over a decade of experience, we specialise in investment management, retirement planning, and protection planning, serving discerning individuals and businesses. Our team prioritises transparency, placing clients' interests at the forefront of every decision. Recognised as the 2019 Best Medium Business of the Year, we combine industry-leading expertise with a personal touch.Our partnership with St. James's Place Wealth Management enhances our ability to offer comprehensive solutions. We pride ourselves on clear communication, ensuring clients understand complex financial concepts. Our clients' testimonials highlight our dedication to trustworthiness and exceptional service. By focusing on intergenerational wealth management, we help families secure their financial futures. Our commitment to continuous professional development ensures we remain at the forefront of industry standards.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Intergenerational Wealth Management
Highlights and features
- We prioritise long-term client relationships built on trust and transparency.
- Award-winning service as the 2019 Best Medium Business of the Year.
- Personalised financial strategies tailored to individual client needs.
- FCA-regulated expertise ensuring compliance and professional standards.
- Specialist knowledge in intergenerational wealth management solutions.
Associations and certifications
- Financial Conduct Authority (FCA)
- St. James's Place Wealth Management
What people say
Exceptional advice
Trustworthy guidance
Changed our lives
Professional service
Transparent communication
Services
Investment Management
Our investment management service creates diversified portfolios tailored to individual risk profiles and financial goals. We utilise St. James's Place funds to optimise returns while maintaining compliance with FCA regulations. Regular portfolio reviews ensure alignment with market trends and client objectives.
Retirement Planning
We develop comprehensive retirement plans focusing on pension consolidation, tax-efficient income strategies, and sustainable withdrawal plans. Our approach ensures financial security during retirement while adapting to changing personal circumstances and regulatory requirements.
Protection Planning
Our protection planning identifies insurance needs to safeguard clients' financial well-being against unforeseen events. We offer life cover, critical illness, and income protection solutions tailored to individual family and business requirements.
Corporate Services
We provide tailored financial solutions for businesses, including succession planning, key person insurance, and employee benefits. Our corporate services help business owners protect assets and ensure long-term organisational stability.
Intergenerational Wealth Management
This service focuses on transferring wealth between generations through inheritance tax planning and trust structures. We help families preserve assets while addressing current and future financial needs across multiple generations.
People
Lee Maskery
Chartered Financial Planner
With over 15 years' experience, Lee specialises in creating tailored financial solutions. His client-focused approach combines technical expertise with clear communication, ensuring clients understand complex financial concepts and make informed decisions.
Questions
What services does Chartered Edge Financial Planning offer?
We specialise in investment management, retirement planning, protection planning, corporate services, mortgages, and intergenerational wealth management.
Are your financial advisers regulated?
Yes, we are an Appointed Representative of St. James's Place Wealth Management, regulated by the Financial Conduct Authority.
How do you tailor financial advice to individual needs?
We conduct detailed assessments of clients' financial situations and goals to create bespoke strategies aligned with their unique circumstances.
What areas do you serve?
We primarily serve Newton Abbot, Exeter, Torquay, Paignton, and Dawlish, with clients across the South West region.
Can you help with retirement planning?
Yes, we provide comprehensive retirement planning services, including pension reviews and tax-efficient income strategies.
How are investment risks managed?
We use diversified portfolios linked to St. James's Place funds, with regular reviews to align with market conditions and client risk profiles.
Reviews (5)
Anne Glanville
Jan 08, 2022
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Where do I start?? If I could give a 11/10 I would and even that would not be enough. Kevin Bowers is in a league of his own and simply exemplary. Kevin is SO professional, charming, polite and friendly, plus top in what he does. Kevin is an absolute joy to know and a shining asset to Maskery Wealth Management Ltd. I cannot recommend him enough to anyone.
Terry Armstrong
Nov 26, 2021
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Very friendly and professional. Lee took the time to explain everything in layman's terms which was so helpful to us. we would not hesitate in recommending this company.
Robert
Oct 27, 2021
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Positive:Professionalism
Have met Lee several times now and he has been extremely helpful and is very knowledgeable. Lee has helped us with pensions, investments and inheritance tax issues. Very nice that Lee will come and visit you at home and explain things in simple English terms. Would recommend.
Have met Lee several times now and he has been extremely helpful and is very knowledgeable. Lee has helped us with pensions, investments and inheritance tax issues. Very nice that Lee will come and visit you at home and explain things in simple English terms. Would recommend.
Angela Webb
Oct 26, 2021
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Positive:Professionalism
I have met with Lee several times - he is very informative, I now understand more about pensions than ever before. His advice is professional and informed and was based completely on my needs and risk level.
I have met with Lee several times - he is very informative, I now understand more about pensions than ever before. His advice is professional and informed and was based completely on my needs and risk level.
Brian Dowie
Sep 23, 2021
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Have been dealing with Steve who has been extremely patient and professional. Taken time to establish my requirements and explain the options in easy to understand language.
Pensions now sorted and working on isa"s and savings investments. Very impressed with regular communication and availability. Would not hesitate to recommend.
Pensions now sorted and working on isa"s and savings investments. Very impressed with regular communication and availability. Would not hesitate to recommend.
