Sellek Wealth Management Ltd

At Sellek Wealth Management our business is to make it easier for our clients to manage their wealth effectively. One of our guiding principles is to build long term relationships with clients, the majority of whom choose to continue a working relationship with us indefinitely, appreciating a source of trusted advice as their financial needs evolve over the years.

As a client of ours, we will work closely with you, following a structured 3 stage process:

  • Stage 1 - Carefully review your current position to establish your financial goals & aspirations
  • Stage 2 - Work with you to establish a tailored strategy to achieve those goals
  • Stage 3 – Engage in a regular review to ensure that the strategy remains relevant to your changing circumstances and any alterations in the marketplace
As a member of the St. James's Place Partnership I can offer detailed guidance on the key areas of:
  • Investments
  • Inheritance Tax Planning
  • Retirement planning
  • Financial protection against risk
  • Financial planning for business owners and employees
  • Long term care
We offer a friendly, professional service and ensure that through regular communication we keep you up to date with key changes in the marketplace. In addition we work with a wide range of clients from different backgrounds and offer a specialist service for professional sports people.

Financial Review

If you find our website of interest we will be delighted to provide you with a no-obligation financial review and would ask that you email or call us with your details.

Investing for income in a time of low interest rates – for more information, please click here.