We believe in working in partnership with our clients. Through forming a close advisor/client relationship, we can fully understand your circumstances and financial goals. This enables us to provide appropriate financial advice.
We don’t sell and we try not to use jargon. Trust is established through continuity and the frequency with which we are in contact with our clients. Many investment clients for example, we meet on a quarterly basis.
As you would expect from an Independent Financial Advisor (IFA) M W Wealth Management assesses financial products from the whole of the market.
MW Wealth Management is authorised and regulated by the Financial Conduct Authority and is an appointed representative of Caliber Financial Associates Ltd, who provide compliance, administrative and other support services to M W Wealth Management.
M W Wealth Management charges fees in return for the services it provides.
Such fees are discussed and agreed in advance of any work being undertaken. Fixed fees are most commonly charged. The fees take into account an estimate of the time likely to be expended and the liability for any advice provided.
In order to increase transparency and ensure no confusion exists, a fee agreement is entered into which clearly identifies the services to be provided and the fee payable.
Ken Anglestein is the Managing Director of M W Wealth Management. Ken has spent all of his working life in the financial services industry commencing his employment with the Prudential in 1980. In 1983 he joined the independent financial advisory division of a high street bank and since 1995 has worked as a financial advisor in the accountancy arena. M W Wealth Management was established in 2005 with Ken taking responsibility for the provision of all advice. Ken is a member of the Chartered Insurance Institute and the Personal Finance Society holding the appropriate qualifications via examination to act as a financial advisor. All administration is handled by the office manager and her team. This enables Ken to concentrate on purely advice issues. Ken is married with a daughter and he enjoys all forms of sport and loves travel.
Sarah Pearce joined M W Wealth Management as Office Manager in 2016. Sarah’s skill set has enabled her to maintain and establish excellent administrative procedures within the company creating a clear distinction between the administration and advising areas.
Claire Anglestein has been involved in the business since its establishment in 2005. Initially on a part time basis, Claire moved into a full-time role as Client Review Manager in 2016.
Elaine Warner left the company in 2016 to establish her own administrative services company offering a range of admin services to independent financial advisors and financial organisations.
M W Wealth Management continues to maintain a close working relationship with Elaine