Wealth Manager Ltd is an independent financial advisory firm based in the UK, founded by David Phelan. The company's mission is to provide personalized, goal-oriented financial planning and wealth management services built on long-term client relationships. As Chartered Financial Planners, they offer a comprehensive suite of services including investment management, retirement planning, inheritance tax and estate planning, and protection advice, all delivered with a commitment to impartiality and placing client interests first.

Founded in

South Africa