Business Details
17 Years
experience
Your Trusted Financial Advisers in Nottingham
We are an independent financial advisory firm dedicated to providing bespoke wealth management solutions for high-net-worth individuals and families. Established in 2009, our approach prioritizes long-term relationships, personalized service, and a commitment to ensuring the benefits of our advice exceed costs. Our team of certified professionals specializes in investment strategy, pension planning, tax efficiency, and estate management, working closely with clients to align financial goals with tailored solutions. With a focus on transparency and client-centric values, we limit our client base to maintain exceptional service standards and continuity. 
Services
Wealth Management
Financial Review
Pension Planning
Investment Advice
Tax Planning
Details
- Year established: 2009
Highlights and features
- We have over 20 years of experience in financial services
- Bespoke wealth management solutions tailored to your needs
- Certified Financial Planners with industry-recognized qualifications
- Ongoing regular reviews to adapt to changing circumstances
- Specialist service for University Superannuation Scheme (USS) members
Associations and certifications
- Financial Conduct Authority
What people say
Bespoke service
Successful investment returns
Professional team
Regular reviews
Tax-efficient solutions
Services
Wealth Management
Our wealth management service combines investment strategy, tax planning, and estate management to help clients achieve financial goals. We work closely with high-net-worth individuals to create tailored solutions, ensuring portfolios align with risk tolerance and long-term objectives. Regular reviews maintain adaptability to changing circumstances.
Financial Review
We conduct comprehensive financial reviews to assess existing investments, pensions, and tax strategies. This service identifies cost-saving opportunities, optimizes portfolio performance, and ensures alignment with clients' financial objectives through detailed analysis and strategic recommendations.
Pension Planning
Specializing in pension transfers and retirement income planning, we help clients maximize tax-free benefits and navigate complex schemes like USS. Our approach ensures sustainable income streams while minimizing risks, with ongoing adjustments to reflect evolving needs and legislation.
Investment Advice
We provide research-driven investment advice tailored to individual risk profiles and financial goals. Our strategies focus on diversification, cost efficiency, and long-term growth, with regular performance monitoring to ensure optimal returns and alignment with client objectives.
Tax Planning
Our tax planning services identify opportunities to reduce liabilities through strategic gifting, trust structures, and pension utilization. We ensure compliance while maximizing after-tax returns, integrating tax considerations into comprehensive wealth management strategies.
People
Martin Walker
Director
Certified Financial Planner with 25+ years' experience in independent financial advice. Established Ten Wealth Management in 2009 to provide bespoke service. Holds STEP membership and specializes in investment strategy and estate planning.
Danusia Ephraim
Financial Advisor
Qualified financial advisor with 15+ years' experience. Specializes in pensions, investments, and estate planning. Holds DipPFS qualification and focuses on delivering jargon-free, holistic advice to families.
Claire Ponting
Office Manager
Manages administrative operations and client records. Qualified in pensions administration with 15+ years' experience in financial services. Ensures smooth implementation of investment changes and client support.
Alex Gratton
Research Assistant
Supports investment research and client reporting. Studying towards paraplanning certification. Graduated in Business & Management, providing analytical support to enhance client service delivery.
Joe David
Research Assistant
Conducts product research and prepares client reports. Recently qualified in financial services regulation. Brings fresh perspective to investment analysis while maintaining rigorous compliance standards.
Questions
What financial services do you specialize in?
We specialize in wealth management, pension planning, investment advice, tax efficiency strategies, and estate planning for high-net-worth individuals.
Do you work with University Superannuation Scheme (USS) members?
Yes, we provide specialist services for USS members, including pension transfers and retirement income planning tailored to academic professionals.
How are your services charged?
We offer transparent fee structures, including fixed fees for one-off projects and ongoing service charges based on agreed terms.
What areas do you cover?
Primarily serving clients in the East Midlands, with select relationships across the UK.
How do you ensure investment safety?
We implement risk-appropriate strategies, regular portfolio reviews, and maintain low-cost, diversified investments to protect client assets.
Can you help with tax-efficient gifting?
Yes, we establish trusts and utilize tax allowances to minimize liabilities while supporting intergenerational wealth transfer.
