We are a team of financial advisers based in West Sussex who provide a truly tailored and professional financial planning service to individuals and companies in all aspects of the financial arena. Our philosophy is to place you in an informed position, empowering you to make excellent, appropriate decisions about your finances under the protections of tailored advice and insightful guidance.
We seek to demystify the complexities of suitable options to maximise the opportunities available to you now and in the future. Lets consider your views, needs and circumstances to design a bespoke plan and then review it regularly together over time, ensuring delivery within a predictable timeframe.
We seek to demystify the complexities of suitable options to maximise the opportunities available to you now and in the future. Lets consider your views, needs and circumstances to design a bespoke plan and then review it regularly together over time, ensuring delivery within a predictable timeframe.
Services
As Independent Financial Advisers (IFA) with over 40 years' combined experience, we offer bespoke financial planning services to discerning clients. Adam has always had a sharply analytical mind, but also thoroughly enjoys time with his clients. Soon after completing his accountancy exams, Adam quickly realised pure number crunching was not going to suit him well.
If you are interested in becoming a client or you would like to learn more about our services, then we would be delighted to hear from you. The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK. Concierge Wealth Management is a member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority.
We have numerous common titles and potentially take several roles throughout our advice process. Financial Planners. Wealth Managers. We will become your 'go to' for all things financial. We'll hold your hand and lead you through the options, testing your decisions as you go, if necessary. We'll understand you.
We are Independent Financial Advisers (IFA) and Wealth Managers with over 60 years' combined experience. We are Independent Financial Advisers (IFA) and Wealth Managers with over 60 years' combined experience in the areas of investments, retirement and pension planning, savings, financial protection arrangements and estate planning.
The team at Concierge hold a wealth of exceptional knowledge and experience in all different financial arenas. They took on our enquiry about moving home and turned a dream into reality. We knew that we were is safe hands as they carefully led us through every step of the process in a very positive and professional manner.
Reviews (7)
John Dray
Dec 24, 2019
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This company is amazing. We have used them for more than 15 years and have found them to be professional in every area. They have advised us on many different aspects of finance and other issues and we have never been disappointed by the outcome. Over the years we have established a great relationship with the team and cannot thank them enough for the wonderful lifestyle we have now which we consider is down to their sound advice.
Many thanks Val and John Dray
Many thanks Val and John Dray
Philip Bonetti
Dec 14, 2019
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I have been with Concierge Wealth Management for 12 years & have been so impressed not only with the friendly personnel service from Adam, Tracey & staff but the brilliant professional help in dealing with my pension, mortgage & investments. Would highly recommended Concierge Wealth Management. Phil Bonetti.
Rob Matthews
Oct 24, 2019
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A highly personalised service which has served my family well in all the varying areas we have needed guidance on. All members of the firm are experts in their field and go out of their way to solve problems in a timely and cost efficient manner.
I would happily recommend Concierge and constantly do so
I would happily recommend Concierge and constantly do so
Anthony Burge
Aug 19, 2019
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Keith Rowley
Aug 02, 2019
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I have been with Concierge Wealth Management for the best part of 12 years and have always been more than pleased with how they have looked after my SIPP Pension and ISAs during this time. Adam and Tracey have always been there for me and I have always felt that I am a very important and valued client rather than just one of a number.
Adam is extremely knowledgeable in all aspects of financial affairs. He works very hard to give best advice and I trust his advice implicitly and without any cause for concern whatsoever.
Thank you Adam, thank you Tracey for looking after me so well.
Adam is extremely knowledgeable in all aspects of financial affairs. He works very hard to give best advice and I trust his advice implicitly and without any cause for concern whatsoever.
Thank you Adam, thank you Tracey for looking after me so well.
Linda Morrell
Jun 08, 2019
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We have been using the services of Concierge Wealth Management for approximately 10 years now. They are a fantastic team that have nurtured us through both our personal and business finances. We have always felt that they take on board our individual needs and create a bespoke package for us and not just a ready made 'off the shelf deal'. We would highly recommend them.
Claire Burge
May 30, 2019
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I have been to Concierge a few times now for various financial advice and have been extremely impressed with their friendliness and patience in explaining everything in a way I understand. They are professional and extremely knowledgeable so I would have no hesitation in recommending their services.
