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Our story
South West Wealth Consultants, led by Adrian Phillips, brings over 50 years of experience in providing comprehensive wealth management consultancy for financial institutions such as Hargreaves Lansdown, HSBC and Close Brothers.
We have advised thousands of clients in all forms of financial planning over this period, managing individual portfolios ranging from £250k up to £3m. Our approach is all about trust and being solutions-focused, making wealth planning simple and straightforward for our clients.
Our services include:
• Life assurance
• Income protection
• Savings
• Investments
• Retirement planning
• Pensions
• Equity release
• Care fees
• Power Of Attorney
• Wills
• Inheritance tax planning
• Trusts
• Tax advice
• Mortgages.
With a network of industry-leading experts on hand to assist, we are dedicated to helping our clients achieve financial security and peace of mind.
Testimonials
Client Reviews & Feedback
Read what our clients have to say
Raj Singh
South West Wealth Consultants provided me with exceptional financial expertise and helped me secure my retirement.
Emily Brown
I highly recommend South West Wealth Consultants for their professional and personalized approach to financial planning.
David Johnson
The team at South West Wealth Consultants is knowledgeable and always goes above and beyond to assist their clients.