Wealth management
About Fleet Street Wealth
Fleet Street Wealth is a chartered, financial services and wealth management firm based in Holborn. We have worked with the Bar and judiciary since the early 2000’s and look after the affairs of over 800 members of the Bar, the judiciary, chambers and Bar charities. We work on fixed initial fees since we feel you should not be penalised for investing or transferring larger sums. We also cap ongoing fees for single or joint portfolios of £1.2M or more.
What do we offer the Bar?
Originally Advoco Wealth Management, since 2007 we have been advising clients on the setting up and management of protection, pensions, investments, estate planning, VCTs and EIS and more complex investments such as business relief, family investment companies and donor advised funds. We do not offer in-house investment funds since we believe that introduces a conflict of interest. Instead we access investment propositions from some of the largest investment companies in the UK, often at discounted rates.
How can you access our services?
For a free comprehensive financial review please reach us on 020 7353 6373, via email at [email protected] or via our website: Fleet Street Wealth.
