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OUR MISSION

WE HAVE A BELIEF THAT EVERYONE HAS THE ABILITY TO ACHIEVE THE LIFESTYLE THEY WANT – FOR THEMSELVES, AND, MORE IMPORTANTLY, FOR THEIR FAMILY

Our aim in to help inspire ideas and to create confidence so you have the freedom to live life. With our bespoke planning and direction towards meeting your exact needs we will help plan, create and maintain a lifestyle you deserve and love. 

 

CREATIVE THINKING

EXPERT FINANCIAL ADVICE CROSSED WITH CREATIVE LIFESTYLE PLANNING

We’re driven, dynamic and determined – and we delight our clients with our passion and enthusiasm for what we do. We work hard, but you won’t find us pulling 80-hour weeks or surviving on coffee. Our families and our lifestyle are precious to us – we’re sure you can relate. We know from experience that we’re at our best when we’re practicing what we preach: creating a successful and enjoyable work / life balance. It’s a fresh way of doing business – one that respects and benefits everyone.

CORE VALUES

THE KEY TO OUR SUCCESS

With a blend of the traditional and holistic, we have created an approach that aims at enriching your life – both now and in the future. 

Reliable
Advice.

Our service is of an exceptional standard and we maintain this throughout the client advisor process.

UK
Wide.

A team of dedicated professionals serving satisfied clients throughout the UK.

Fully
Regulated.

Fully Authorised & Regulated by the Financial Conduct Authority.

Investments

Investments

We offer a number of unique investment solutions to meet the different needs of our clients.

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Insurance

Insurance

Whole of market access to all major providers for all your protection needs.

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Retirement Planning

Retirement Planning

Our bespoke retirement planning advice will leave you relaxed knowing your finances are taken care of.

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Mortgages

Mortgages

We specialise in finding our clients the best mortgages possible.

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Business & Commercial Finance

Business & Commercial Finance

Funding requirements for new or existing businesses in any field.

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Wills & Estate Planning

Wills & Estate Planning

We assist with all your Will requirements and IHT planning.

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How we do it

We are Creative

Our processes help us to identify what is really important to you. With you by our side, we will create a plan and bring your ideas to life. We are diligent and determined with an exceptional attention to detail and these are what helps give our approach a relaxed and personal feel, our very special unique touch.

How we do it

We Build Confidence

We intend to keep you as a client and help you reach your financial goals and dreams. We are thought leaders in our sector and our service is of the very highest standard. By using a process that is results proven we will ensure that whatever your goals may be, we can help you achieve them.

How we do it

Freedom to Live Your Life

With us everything is kept simple and easy, so you can focus on the things you enjoy in life. We provide a full holistic service which means there is no need to deal with multiple advisers. We are a ‘one stop shop’ for all of your lifestyle, financial planning and investment management. 

0
Are not saving effectively for their retirement
0%
Of UK workers have no income protection
0%
UK Breadwinners have no Life Insurance
Direct Wealth Management Ltd

 103 Silk House, Park Green, Macclesfield, Cheshire, SK11 7QJ.

01792 966860

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Direct Wealth Management Ltd
103 Silk House, Park Green, Macclesfield, Cheshire, SK11 7QJ.
T: 01792 966860 E: admin@directwealthmanagement.com


Direct Wealth Management Ltd is directly authorised by The Financial Conduct Authority.
FCA Registration no. 765903 Registered Office:103 Silk House, Park Green, Macclesfield, Cheshire, SK11 7QJ.

© Direct Wealth Management 2018. All rights reserved.