The company is authorised and regulated by the Financial Conduct Authority and places particular emphasis on handling clients' affairs discreetly and responsibly in the context of honest and impartial financial advice. The aim is simple: to take care of and manage client money as if it were our own.
We take pride in customer service, attention to detail, and going the extra mile for clients. We recognise that people have different financial needs and objectives, and the service provided by McLaren is flexible enough to be able to adapt and build a plan to the needs of each client.
We take pride in customer service, attention to detail, and going the extra mile for clients. We recognise that people have different financial needs and objectives, and the service provided by McLaren is flexible enough to be able to adapt and build a plan to the needs of each client.
Services
McLaren Wealth Management in the UK was established in 2017 by Nicholas Richard McLaren Chappell, who previously established and ran for more than 15 years McLaren Asset Management Sociedad Limitada in Spain.
He was one of the few private client consultants to attain the highest possible level of advisory status (Associate Sales Director) during seven years with Towry Law Group in the UK before moving to their international arm for 3 years, working in Cape Town and Marbella.He is a holder of the Financial Planning Certificate (1996), the Certificate in Discretionary Investment Management (2014) and also of the Diploma In Financial Planning (2012).
He was one of the few private client consultants to attain the highest possible level of advisory status (Associate Sales Director) during seven years with Towry Law Group in the UK before moving to their international arm for 3 years, working in Cape Town and Marbella.He is a holder of the Financial Planning Certificate (1996), the Certificate in Discretionary Investment Management (2014) and also of the Diploma In Financial Planning (2012).
The initial step is to meet with you to understand your current circumstances and discuss your aims and ambitions. We will ask you to complete a full financial questionnaire so that a first meeting can take place with more direction. The questionnaire we send you can be completed 'on-screen', saved and sent to us for prior comment if you wish.
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