The Welbeck Group is one of the UK’s fastest growing independent financial advisors and comprises five specialist divisions: Consulting, Solutions, Wealth Management, Independent & Mortgages. Together, our divisions cater for and advise on a wide range of financial products and services with the key aim of improving the financial well being of our clients and streamlining and simplifying their financial lives, both now and in the future.
At Welbeck Group we use our considerable knowledge and experience to help you ‘Make Your Financial Life Better’ by providing you with the right information to make the right financial decisions at the right times in your life and by guiding you effectively, professionally and efficiently through the complex and often confusing maze of financial options open to you.
When we first incorporated Welbeck Wealth Management in 2001 we really believed we could offer something different in terms of service and approach to the traditional product providers and existing independent financial advisors, and our rapid growth and success since leads us to believe we are well on the way to meeting our initial objectives.
Feedback from our clients indicates that Welbeck Group is synonymous with honesty, integrity, innovation and professionalism and that this business-like approach is complemented by a refreshingly open, friendly and pro-active style that is really conducive to a productive and enduring client/advisor relationship. It’s a successful formula but complacency isn’t our style, and we are continually developing the business, seeking to innovate in the sector and improve the client proposition.
Our core ‘Consulting’ business is an appointed representative of ‘Openwork’; one of the largest networks of financial advisors in the country, authorized and regulated by the FSA. In 2009 we won several Openwork awards including Best Large Practice and both our practice and our individual advisors are prominent within this established organisation.