Welcome to Newbold Wealth Management
Building upon over 35 years of success in providing Independent Financial Advice, Paul Wilson has established Newbold Wealth Management Limited with a view to further focus on and provide expert Independent Financial Advice to both existing private and corporate clients and new alike.
Being a Chartered Financial Planner and a Fellow of the Personal Finance Society, Paul is committed to keeping knowledge and advice relevant and up to date ensuring that changes in available products, opportunities and legislation are included in your ongoing financial plan.
As a firm of inter-generational advisers, incorporating inter-generational planning is a valuable part of our strategy in helping our clients and their family. We aim to provide our clients with resolutions to enable you to feel in control of your financial plan. Bringing together our experience, skills and knowledge allows us to help you understand your financial objectives, both short and long term, and use financial planning as one of our many tools to help you achieve them.
Supported by an experienced team of staff, including Paul’s daughter, Laura Wilson, who is also a fully authorised adviser, Newbold Wealth ensure that our client’s best interests are at the heart of everything we do for clients.
Investments and Savings Advice
Our Wealth Management service utilises our considerable expertise in understanding our clients Attitude to Risk and Capacity for Loss within their savings, pensions and investments providing risk matched and managed portfolios to achieve return objectives.
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Newbold Wealth Management Limited
Newbold Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority: 946569 - www.fca.org.uk
Registered in England & Wales: 13004394. Registered Address: 7 Wharf House, Waterside, Dickens Heath, Solihull, B90 1UE