Established in 2010, Concise Wealth Management Ltd is a privately owned company in the South West, offering a fully independent financial advice service to both individuals and businesses on how to best meet their financial objectives.
Today there is such a wide range of choice in financial products and services that it can be confusing to know where to turn or what to do for the best.
Our advice is offered on a completely independent basis as we have no allegiance or association with any product provider or fund management group. This allows us to provide the most appropriate advice to our clients based entirely on their individual needs.
Independent financial advisers are able to select the correct product for client’s from the entire market. This means that we can recommend any product from any company provided it suits the client’s needs and objectives. With such a wide choice of companies, investments and saving tools, our client’s can be reassured that they are not simply being provided with a standard recommendation but instead are receiving personalised advice.