Why Choose Us?
At Timely Wealth Management we understand that choosing the right financial adviser can be a big decision. We are trusted by individuals and businesses across the West Midlands, Worcestershire and Gloucestershire to provide quality, bespoke financial advice, backed up by years of experience. So why do our clients’ become clients, and stay clients?
We are Independent
As Independent Financial Advisers our sole focus is on providing the best outcome for our clients. We have no loyalty or connection to any one product or provider, instead we base our recommendations on the whole of the market. This means you can be confident that our advice is personal and bespoke to you and your individual needs.
We work with you
We understand that seeking financial advice can be daunting. We offer an initial consultation with no further obligation to allow you to get to know us, how we work and to ask any questions you may have. We will always offer a face-to-face meeting where possible and meet with you at a time and location that is most convenient – whether that be at our office, your home or somewhere in between.
Our Knowledge and Expertise
We are a highly qualified, experienced and knowledgeable firm. We understand the importance of continual development in advisers and staff to maintain our knowledge and expertise. We also ensure that when building your financial plan, we look at the bigger picture, and where further expertise are required, we will sign post you to services such as accountants, solicitors or will-writers.
We are Accessible to Everyone
Over the years we have gained clients of all ages and from all walks of life. We believe that everyone can benefit from financial advice and so we place no limits on the people we work with or your value. No matter how big or small, we will always try and help with your enquiry.
We are here for the Long-term
Our goal is to build long-term relationships with our clients. We do this by meeting with you at least annually to review your circumstances and ensure we are on track with your financial plan. We have a long-term plan for Timely Wealth Management meaning that we will be here to support you through your future life events, from moving house, to retirement planning, to selling your business, we will be here to support you and your family now and in the years to come.
We take a personal approach
We tailor our advice to you and your needs. We do this by taking the time to really understand you and what you want to achieve, this ensures you receive a truly personal service. We know this works because our business is built on referrals from existing clients to their trusted friends, family and colleagues.
We are Owner-managed
We are personally invested in the success of our business which is wholly dependent on the service we provide to you. We have a long-term strategic vision for the business which is built on strong customer relationships and outstanding customer service. Our passion for what we do means we are always committed and motivated to deliver great outcomes.
