Focussed financial solutions

“Providing an individual service for a discrete group of clients”
— James Kaberry, Chief Executive, Connect Wealth Management

Connect Wealth Management (CWM) has been designed to deliver bespoke financial planning for people with substantial portfolios and more diverse or specialist financial needs. CWM enables individuals, business owners, family groups or business partners to incorporate their own financial affairs with those of their family members or business colleagues. Ultimately, delivering high quality client service and financial planning efficiently.

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