Bespoke wealth management and employee benefit services to individuals, corporate bodies and not-for-profit organisations.
Whether you wish to plan for your retirement, for the education needs of your family, or for the more immediate future, we can provide the advice you seek. Our service is personalised, focused on your best interest and can cover all areas of your financial life in helping you to structure your finances to achieve your goals.
We work on behalf of a diverse client base consisting of private individuals, trusts and charities.
We believe that a successful working relationship needs to be built on mutual trust and understanding. As a client of NW Brown, you will benefit from a relationship with a dedicated wealth manager, who will take time to build up a comprehensive picture and understanding of your circumstances, carefully establishing your financial objectives. They will design and agree with you a bespoke strategy to meet your specific wealth needs, which will be kept under regular review to ensure that it adapts with you as your financial priorities change.
Our employee benefits service has gone from strength to strength since being established more than 25 years ago, and we are constantly evolving our service.
Whether it is creating a benefit programme for your employees or providing advice and protection for your business owners and key personnel, we take the time to understand what you need and to ensure our solutions are cost-efficient, meet regulatory requirements and add value to your business.
Our clients include organisations of all sizes, and for each client we create an individual offering that suits its structure and budget. We understand the challenges you face. We deliver realistic solutions, enabling you to concentrate on running your business.
Our Services At A Glance
Bespoke Investment Portfolio Service
Model Portfolio Service
Inheritance Tax Planning
SIPP, SSAS and ISAs
Group Personal Pensions
Death in Service
Charity Portfolio Management
Key Person Assurance
Most of our clients come to us through personal recommendation
NW Brown & Company Limited is authorised and regulated by the Financial Conduct Authority to provide regulated services (191123).