CLG Wealth Management is a firm of independent financial advisers based in Richmond, UK, dedicated to providing long-term, personalized financial planning services. They serve individuals, families, and businesses by creating tailored strategies for wealth management, retirement planning, investment management, and inheritance tax planning. The firm emphasizes building lasting, trust-based relationships with its clients. CLG Wealth Management operates as an Appointed Representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the UK's Financial Conduct Authority (FCA).

Founded in

United States