Financial Adviser Services

About us

OldBank Wealth Management

We can offer you and your clients experienced knowledge in such areas as: Trustee and investment Advice Looking at Portfolio building to model Portfolio investments tailored to clients attitude to risk.

Experienced in retirement income for higher rate and basic rate tax payers. Asset splitting on divorce Through the application of treating customers fairly and an implicit understanding of what makes for successful collaboration - integrity, professionalism and transparency.

We are able to advise and provide solutions to a wide range of areas such as:-

  • Financial Planning
  • Insurance
  • Investments
  • Pensions
  • Protection
  • Savings
  • Tax & Trust Planning*
  • Business Advice
  • Expatriate Finances

*The Financial Conduct Authority does not regulate tax & trust planning