Spectrum Wealth Management

Specialties

We specialise in investment and pension planning for private clients, entrepreneurs, trustees, charities and wealthy families.

History

Established in 2010.

The business was set up as a boutique financial planners we are not generalists, we do not describe ourselves as being all things to all people but we did design the business to appeal to those clients who want robust investment and pension advice that can deliver their expectations. We deliver what the high street banks and general practitioners cannot a personal long term relationship which is transparent and client focused.

Meet the Business Owner

Khi B.

Business Owner

I have over ten years experience helping clients in financial services having worked for many high street banks with my depth of knowledge and qualifications it became apparent that I could add significant value by setting up a boutique financial planning practice specialising in investment and pension advice something that high street banks are not capable of delivering.